Traphagen Investment Advisors’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Traphagen Investment Advisors’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
2021 Q3	–	Sell	-8,343	Closed	-$561K	–	138
2021 Q2	$561K	Sell	8,343 -17,822	-68%	-$1.17M	0.1%	66
2021 Q1	$1.63M	Buy	26,165 +6,850	+35%	+$413K	0.3%	35
2020 Q4	$1.12M	Buy	19,315 +1,679	+10%	+$90.8K	0.2%	42
2020 Q3	$877K	Buy	+17,636	New	+$869K	0.18%	44

Other funds holding GSEW

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

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

FSC

Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

BFG

Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

TLWM Financial San Antonio, Texas $615M AUM 16.34% 1-Year Est. Return

Traphagen Investment Advisors's GSEW Position: Q3 2021 in Review

Traphagen Investment Advisors sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q3 2021, closing a stake of 8,343 shares — an estimated $561K sold.

Traphagen Investment Advisors first reported a position in GSEW in Q3 2020 and held it in 4 quarters. The position peaked at $1.63M in Q1 2021. 80 funds tracked by Wall St. Rank hold GSEW as of Q3 2021.

Traphagen Investment Advisors reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q3 2021 after selling out during the quarter.
Traphagen Investment Advisors sold 8,343 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2021, an estimated $561K.
Traphagen Investment Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2020 and held it in 4 quarters.
Traphagen Investment Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.63M in Q1 2021.
80 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2021.

Based on Traphagen Investment Advisors's 13F filing for Q3 2021, filed 17 Jun 2024.