BFSG LLC’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

BFSG LLC’s Portfolio SNPE Stock Details SNPE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-30	Closed	-$1.51K	–	701
2025 Q1	$1.51K	Sell	30 -50	-63%	-$2.65K	﹤0.01%	618
2024 Q4	$4.26K	Buy	+80	New	+$4.3K	﹤0.01%	568

Other funds holding SNPE

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

BFSG LLC's SNPE Position: Q2 2025 in Review

BFSG LLC sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2025, closing a stake of 30 shares — an estimated $1.51K sold.

BFSG LLC first reported a position in SNPE in Q4 2024 and held it in 2 quarters. The position peaked at $4.26K in Q4 2024. 106 funds tracked by Wall St. Rank hold SNPE as of Q2 2025.

BFSG LLC reported no remaining Xtrackers S&P 500 ESG ETF position as of Q2 2025 after selling out during the quarter.
BFSG LLC sold 30 Xtrackers S&P 500 ESG ETF shares in Q2 2025, an estimated $1.51K.
BFSG LLC first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2024 and held it in 2 quarters.
BFSG LLC's Xtrackers S&P 500 ESG ETF position peaked at $4.26K in Q4 2024.
106 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2025.

Based on BFSG LLC's 13F filing for Q2 2025, filed 15 Jul 2025.