CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

CAPTRUST Financial Advisors’s Portfolio SHE Stock Details SHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$484K Hold
3,878
– – ﹤0.01% 1747
2025
Q1 		$443K Buy
+3,878
New +$443K ﹤0.01% 1709
2021
Q2 		– Sell
-250
Closed -$24K – 4642
2021
Q1 		$24K Buy
+250
New +$24K ﹤0.01% 2896