Sterneck Capital Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Sterneck Capital Management’s Portfolio GSEW Stock Details GSEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$461K	Buy	5,444 +332	+6%	+$29K	0.21%	58
2025 Q4	$435K	Buy	5,112 +466	+10%	+$39.5K	0.2%	64
2025 Q3	$395K	Hold	4,646	–	–	0.18%	66
2025 Q2	$379K	Hold	4,646	–	–	0.19%	66
2025 Q1	$353K	Buy	4,646 +270	+6%	+$21.2K	0.19%	64
2024 Q4	$338K	Buy	4,376 +227	+5%	+$18K	0.18%	59
2024 Q3	$321K	Sell	4,149 -676	-14%	-$50K	0.17%	64
2024 Q2	$343K	Hold	4,825	–	–	0.19%	63
2024 Q1	$351K	Buy	4,825 +475	+11%	+$32.7K	0.21%	67
2023 Q4	$292K	Hold	4,350	–	–	0.19%	75
2023 Q3	$260K	Sell	4,350 -596	-12%	-$37.3K	0.17%	78
2023 Q2	$309K	Hold	4,946	–	–	0.19%	70
2023 Q1	$298K	Sell	4,946 -100	-2%	-$6.03K	0.19%	77
2022 Q4	$292K	Buy	+5,046	New	+$292K	0.19%	72

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $1.02B AUM 21.34% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $1.13B AUM 41.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sterneck Capital Management's GSEW Position: Q1 2026 in Review

Sterneck Capital Management increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 6.5% in Q1 2026, buying an estimated $29K and bringing the position to 5,444 shares worth $461K. The position accounts for 0.21% of the portfolio, ranked #58.

Sterneck Capital Management first reported a position in GSEW in Q4 2022 and has held it in 14 quarters since. 181 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

Sterneck Capital Management held 5,444 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $461K as of Q1 2026.
Sterneck Capital Management bought 332 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $29K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.21% of Sterneck Capital Management's portfolio in Q1 2026, its #58 holding.
Sterneck Capital Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2022 and has held it in 14 quarters since.
181 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on Sterneck Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.