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

TrueWealth 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
2026 Q2	$208K	Buy	+2,206	New	+$201K	0.05%	232
2025 Q4	–	Sell	-2,664	Closed	-$227K	–	244
2025 Q3	$227K	Buy	2,664 +10	+0.4%	+$835	0.06%	210
2025 Q2	$216K	Sell	2,654 -324	-11%	-$24.9K	0.06%	207
2025 Q1	$226K	Sell	2,978 -162	-5%	-$12.7K	0.07%	196
2024 Q4	$242K	Sell	3,140 -1,059	-25%	-$84K	0.08%	196
2024 Q3	$325K	Sell	4,199 -21	-0.5%	-$1.55K	0.11%	165
2024 Q2	$300K	Sell	4,220 -851	-17%	-$60.4K	0.11%	157
2024 Q1	$369K	Sell	5,071 -922	-15%	-$63.4K	0.14%	114
2023 Q4	$402K	Sell	5,993 -11	-0.2%	-$679	0.16%	107
2023 Q3	$359K	Sell	6,004 -73	-1%	-$4.57K	0.15%	105
2023 Q2	$380K	Buy	6,077 +256	+4%	+$15.4K	0.16%	103
2023 Q1	$350K	Buy	5,821 +30	+0.5%	+$1.81K	0.15%	113
2022 Q4	$336K	Buy	+5,791	New	+$336K	0.15%	121

Other funds holding GSEW

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

LWA

Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

VAS

Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Nautilus Advisors La Jolla, California $170M AUM 26.4% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

NWMP

Noble Wealth Management PBC Greenwood Village, Colorado $223M AUM 16.47% 1-Year Est. Return

TrueWealth Advisors's GSEW Position: Q2 2026 in Review

TrueWealth Advisors opened a new position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q2 2026: 2,206 shares worth $208K. The stake represents 0.05% of the portfolio and ranks #232 among its holdings. This is a return to the name: TrueWealth Advisors previously reported a position in GSEW as recently as Q3 2025.

TrueWealth Advisors first reported a position in GSEW in Q4 2022 and has held it in 13 quarters since. The position peaked at $402K in Q4 2023. 24 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

TrueWealth Advisors held 2,206 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $208K as of Q2 2026.
Goldman Sachs Equal Weight US Large Cap Equity ETF was a new TrueWealth Advisors position in Q2 2026.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.05% of TrueWealth Advisors's portfolio in Q2 2026, its #232 holding.
TrueWealth Advisors first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2022 and has held it in 13 quarters since.
TrueWealth Advisors's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $402K in Q4 2023.
24 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.