Community Financial Services Group’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Community Financial Services Group’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 Q2	–	Sell	-3,484	Closed	-$369K	–	133
2024 Q1	$369K	Buy	+3,484	New	+$350K	0.08%	118
2023 Q3	$1.44M	Buy	+16,987	New	+$1.5M	0.36%	47
2021 Q4	$869K	Buy	8,504 +2,924	+52%	+$303K	0.22%	58
2021 Q3	$563K	Buy	5,580 +535	+11%	+$55.5K	0.15%	72
2021 Q2	$513K	Buy	+5,045	New	+$500K	0.14%	76

Other funds holding SHE

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Community Financial Services Group's SHE Position: Q2 2024 in Review

Community Financial Services Group sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2024, closing a stake of 3,484 shares — an estimated $369K sold.

Community Financial Services Group first reported a position in SHE in Q2 2021 and held it in 5 quarters. The position peaked at $1.44M in Q3 2023. 102 funds tracked by Wall St. Rank hold SHE as of Q2 2024.

Community Financial Services Group reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2024 after selling out during the quarter.
Community Financial Services Group sold 3,484 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2024, an estimated $369K.
Community Financial Services Group first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2021 and held it in 5 quarters.
Community Financial Services Group's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1.44M in Q3 2023.
102 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2024.

Based on Community Financial Services Group's 13F filing for Q2 2024, filed 25 Jul 2024.