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UMB Bank’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

UMB Bank’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
2022
Q4 		– Sell
-357
Closed -$19K – 1759
2022
Q3 		$19K Sell
357
-17,381
-98% -$1.02M ﹤0.01% 1125
2022
Q2 		$985K Buy
17,738
+421
+2% +$25.6K 0.02% 371
2022
Q1 		$1.16M Buy
17,317
+1,730
+11% +$115K 0.02% 363
2021
Q4 		$1.11M Buy
+15,587
New +$1.1M 0.01% 378

Other funds holding GSEW

OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
FSC
Full Sail Capital Oklahoma City, Oklahoma $1.81B AUM 10.99% 1-Year Est. Return
CFG
CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GLR
Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UMB Bank's GSEW Position: Q4 2022 in Review

UMB Bank sold out of Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q4 2022, closing a stake of 357 shares — an estimated $19K sold.

UMB Bank first reported a position in GSEW in Q4 2021 and held it in 4 quarters. The position peaked at $1.16M in Q1 2022. 75 funds tracked by Wall St. Rank hold GSEW as of Q4 2022.

  • UMB Bank reported no remaining Goldman Sachs Equal Weight US Large Cap Equity ETF position as of Q4 2022 after selling out during the quarter.
  • UMB Bank sold 357 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q4 2022, an estimated $19K.
  • UMB Bank first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2021 and held it in 4 quarters.
  • UMB Bank's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.16M in Q1 2022.
  • 75 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q4 2022.

Based on UMB Bank's 13F filing for Q4 2022, filed 10 Jan 2023.