Steward Partners Investment Advisory’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Steward Partners Investment Advisory’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	$888K	Buy	10,485 +1,739	+20%	+$152K	﹤0.01%	1229
2025 Q4	$745K	Buy	8,746 +587	+7%	+$49.8K	﹤0.01%	1212
2025 Q3	$694K	Buy	8,159 +1,076	+15%	+$89.8K	﹤0.01%	1221
2025 Q2	$578K	Buy	7,083 +3,610	+104%	+$277K	﹤0.01%	1230
2025 Q1	$264K	Buy	3,473 +5	+0.1%	+$393	﹤0.01%	1512
2024 Q4	$268K	Buy	3,468 +9	+0.3%	+$714	﹤0.01%	1465
2024 Q3	$268K	Buy	3,459 +1,715	+98%	+$127K	﹤0.01%	1380
2024 Q2	$124K	Hold	1,744	–	–	﹤0.01%	1670
2024 Q1	$127K	Hold	1,744	–	–	﹤0.01%	1642
2023 Q4	$117K	Hold	1,744	–	–	﹤0.01%	1611
2023 Q3	$104K	Hold	1,744	–	–	﹤0.01%	1550
2023 Q2	$109K	Hold	1,744	–	–	﹤0.01%	1548
2023 Q1	$105K	Hold	1,744	–	–	﹤0.01%	1569
2022 Q4	$101K	Hold	1,744	–	–	﹤0.01%	1545
2022 Q3	$93K	Hold	1,744	–	–	﹤0.01%	1526
2022 Q2	$97K	Hold	1,744	–	–	﹤0.01%	1505
2022 Q1	$117K	Hold	1,744	–	–	﹤0.01%	1541
2021 Q4	$125K	Hold	1,744	–	–	﹤0.01%	1498
2021 Q3	$117K	Hold	1,744	–	–	﹤0.01%	1486
2021 Q2	$117K	Buy	1,744 +334	+24%	+$21.9K	﹤0.01%	2023
2021 Q1	$87.8K	Buy	+1,410	New	+$84.9K	﹤0.01%	1691

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

Steward Partners Investment Advisory's GSEW Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 20% in Q1 2026, buying an estimated $152K and bringing the position to 10,485 shares worth $888K. The position accounts for ﹤0.01% of the portfolio, ranked #1229.

Steward Partners Investment Advisory first reported a position in GSEW in Q1 2021 and has held it in 21 quarters since. 181 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

Steward Partners Investment Advisory held 10,485 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $888K as of Q1 2026.
Steward Partners Investment Advisory bought 1,739 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $152K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1229 holding.
Steward Partners Investment Advisory first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q1 2021 and has held it in 21 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 Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.