ADL
SHE icon

Asset Dedication LLC’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Asset Dedication LLC’s Portfolio SHE Stock Details SHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.53K Hold
12
– – ﹤0.01% 987
2025
Q4 		$1.58K Hold
12
– – ﹤0.01% 1021
2025
Q3 		$1.53K Hold
12
– – ﹤0.01% 1037
2025
Q2 		$1.5K Hold
12
– – ﹤0.01% 1054
2025
Q1 		$1.37K Hold
12
– – ﹤0.01% 992
2024
Q4 		$1.39K Hold
12
– – ﹤0.01% 998
2024
Q3 		$1.36K Hold
12
– – ﹤0.01% 1039
2024
Q2 		$1.31K Hold
12
– – ﹤0.01% 1090
2024
Q1 		$1K Hold
12
– – ﹤0.01% 951
2023
Q4 		$1K Buy
+12
New +$1.07K ﹤0.01% 958

Other funds holding SHE

RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return