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Whittier Trust’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

Whittier Trust’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 		$28.3K Hold
296
– – ﹤0.01% 968
2026
Q1 		$25.4K Hold
296
– – ﹤0.01% 955
2025
Q4 		$26K Buy
+296
New +$25.1K ﹤0.01% 980

Other funds holding GSEW

IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $14.6B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Whittier Trust's GSEW Position: Q2 2026 in Review

Whittier Trust held its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) position steady in Q2 2026 at 296 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #968.

Whittier Trust first reported a position in GSEW in Q4 2025 and has held it in 3 quarters since. 183 funds tracked by Wall St. Rank hold GSEW as of Q2 2026.

  • Whittier Trust held 296 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $28.3K as of Q2 2026.
  • Whittier Trust left its Goldman Sachs Equal Weight US Large Cap Equity ETF share count unchanged in Q2 2026.
  • Goldman Sachs Equal Weight US Large Cap Equity ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #968 holding.
  • Whittier Trust first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2025 and has held it in 3 quarters since.
  • 183 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.