Western Wealth Management’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Western Wealth Management’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	$1.01M	Buy	11,929 +4,075	+52%	+$356K	0.04%	436
2025 Q4	$669K	Buy	7,854 +1,110	+16%	+$94.1K	0.03%	448
2025 Q3	$574K	Buy	6,744 +2,067	+44%	+$173K	0.03%	414
2025 Q2	$381K	Buy	+4,677	New	+$359K	0.02%	493
2022 Q4	–	Sell	-6,234	Closed	-$333K	–	681
2022 Q3	$333K	Buy	6,234 +8	+0.1%	+$471	0.02%	600
2022 Q2	$344K	Sell	6,226 -17,446	-74%	-$1.06M	0.02%	572
2022 Q1	$1.59M	Buy	23,672 +12,079	+104%	+$804K	0.08%	240
2021 Q4	$831K	Buy	+11,593	New	+$816K	0.08%	227
2021 Q2	$1.06M	Buy	15,821 +1,214	+8%	+$79.5K	0.11%	198
2021 Q1	$910K	Buy	14,607 +6,088	+71%	+$367K	0.12%	178
2020 Q4	$492K	Buy	8,519 +66	+0.8%	+$3.57K	0.07%	258
2020 Q3	$421K	Buy	+8,453	New	+$416K	0.07%	271

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 $917M AUM 18.41% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 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

Western Wealth Management's GSEW Position: Q1 2026 in Review

Western Wealth Management increased its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 52% in Q1 2026, buying an estimated $356K and bringing the position to 11,929 shares worth $1.01M. The position accounts for 0.04% of the portfolio, ranked #436.

Western Wealth Management first reported a position in GSEW in Q3 2020 and has held it in 12 quarters since. The position peaked at $1.59M in Q1 2022. 181 funds tracked by Wall St. Rank hold GSEW as of Q1 2026.

Western Wealth Management held 11,929 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $1.01M as of Q1 2026.
Western Wealth Management bought 4,075 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q1 2026, an estimated $356K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.04% of Western Wealth Management's portfolio in Q1 2026, its #436 holding.
Western Wealth Management first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q3 2020 and has held it in 12 quarters since.
Western Wealth Management's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $1.59M in Q1 2022.
181 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.