Brown Financial Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Brown Financial Advisors’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
2024 Q3	–	Sell	-350	Closed	-$38.1K	–	201
2024 Q2	$38.1K	Buy	+350	New	+$36.7K	0.02%	156

Other funds holding SHE

RCG

Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

Brown Financial Advisors's SHE Position: Q3 2024 in Review

Brown Financial Advisors sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q3 2024, closing a stake of 350 shares — an estimated $38.1K sold.

Brown Financial Advisors first reported a position in SHE in Q2 2024 and held it in 1 quarter. The position peaked at $38.1K in Q2 2024. 101 funds tracked by Wall St. Rank hold SHE as of Q3 2024.

Brown Financial Advisors reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q3 2024 after selling out during the quarter.
Brown Financial Advisors sold 350 State Street SPDR MSCI USA Gender Diversity ETF shares in Q3 2024, an estimated $38.1K.
Brown Financial Advisors first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2024 and held it in 1 quarter.
Brown Financial Advisors's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $38.1K in Q2 2024.
101 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q3 2024.

Based on Brown Financial Advisors's 13F filing for Q3 2024, filed 18 Nov 2024.