Wealthspire Advisors (New York)’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Wealthspire Advisors (New York)’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	$254K	Buy	+3,002	New	+$262K	﹤0.01%	779
2025 Q4	–	Sell	-1,768	Closed	-$150K	–	1798
2025 Q3	$150K	Buy	+1,768	New	+$148K	﹤0.01%	884

Other funds holding GSEW

IWC

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

Members Trust Tampa, Florida $3.21B AUM 13.73% 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 $445B AUM 25.58% 1-Year Est. Return

Wealthspire Advisors (New York)'s GSEW Position: Q1 2026 in Review

Wealthspire Advisors (New York) opened a new position in Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) in Q1 2026: 3,002 shares worth $254K. The stake represents ﹤0.01% of the portfolio and ranks #779 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in GSEW as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in GSEW in Q3 2025 and has held it in 2 quarters since. 183 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

Wealthspire Advisors (New York) held 3,002 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $254K as of Q1 2026.
Goldman Sachs Equal Weight US Large Cap Equity ETF was a new Wealthspire Advisors (New York) position in Q1 2026.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #779 holding.
Wealthspire Advisors (New York) first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2025 and has held it in 2 quarters since.
183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.