Elmwood Wealth Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Elmwood Wealth Management’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
2022 Q1	–	Sell	-65	Closed	-$7K	–	287
2021 Q4	$7K	Buy	+65	New	+$6.74K	﹤0.01%	309
2021 Q2	$7K	Hold	65	–	–	﹤0.01%	276
2021 Q1	$6K	Buy	+65	New	+$6.06K	﹤0.01%	270
2020 Q3	$5K	Hold	65	–	–	﹤0.01%	210
2020 Q2	$5K	Buy	+65	New	+$4.39K	﹤0.01%	210

Other funds holding SHE

RCG

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

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

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

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

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

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AFG

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

Elmwood Wealth Management's SHE Position: Q1 2022 in Review

Elmwood Wealth Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2022, closing a stake of 65 shares — an estimated $7K sold.

Elmwood Wealth Management first reported a position in SHE in Q2 2020 and held it in 5 quarters. The position peaked at $7K in Q4 2021. 88 funds tracked by Wall St. Rank hold SHE as of Q1 2022.

Elmwood Wealth Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 65 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2022, an estimated $7K.
Elmwood Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q2 2020 and held it in 5 quarters.
Elmwood Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $7K in Q4 2021.
88 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.