Envestnet Asset Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Envestnet Asset Management’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
2026 Q1	$3.58M	Buy	60,119 +3,394	+6%	+$212K	﹤0.01%	2582
2025 Q4	$3.54M	Sell	56,725 -1,219	-2%	-$74.8K	﹤0.01%	2425
2025 Q3	$3.48M	Sell	57,944 -7,376	-11%	-$425K	﹤0.01%	2506
2025 Q2	$3.61M	Sell	65,320 -8,546	-12%	-$437K	﹤0.01%	2427
2025 Q1	$3.73M	Sell	73,866 -7,162	-9%	-$380K	﹤0.01%	2331
2024 Q4	$4.32M	Buy	81,028 +392	+0.5%	+$21.1K	﹤0.01%	2207
2024 Q3	$4.24M	Buy	80,636 +3,191	+4%	+$162K	﹤0.01%	2211
2024 Q2	$3.88M	Buy	77,445 +325	+0.4%	+$15.6K	﹤0.01%	2197
2024 Q1	$3.69M	Buy	77,120 +4,396	+6%	+$200K	﹤0.01%	2190
2023 Q4	$3.17M	Sell	72,724 -406	-0.6%	-$16.6K	﹤0.01%	2185
2023 Q3	$2.86M	Sell	73,130 -2,196	-3%	-$89.6K	﹤0.01%	2154
2023 Q2	$3.06M	Sell	75,326 -1,728	-2%	-$66.3K	﹤0.01%	2008
2023 Q1	$2.87M	Sell	77,054 -413,406	-84%	-$14.9M	﹤0.01%	1978
2022 Q4	$17M	Buy	490,460 +17,456	+4%	+$607K	0.01%	938
2022 Q3	$15.2M	Sell	473,004 -28,895	-6%	-$1.04M	0.01%	921
2022 Q2	$17.1M	Sell	501,899 -375,559	-43%	-$13.9M	0.01%	871
2022 Q1	$35.9M	Sell	877,458 -6,805	-0.8%	-$274K	0.02%	598
2021 Q4	$37.7M	Buy	884,263 +25,301	+3%	+$1.04M	0.02%	588
2021 Q3	$32.6M	Buy	858,962 +37,404	+5%	+$1.46M	0.02%	603
2021 Q2	$31M	Buy	821,558 +54,361	+7%	+$2M	0.02%	623
2021 Q1	$26.7M	Buy	767,197 +31,269	+4%	+$1.06M	0.02%	615
2020 Q4	$24.2M	Buy	735,928 +52,492	+8%	+$1.64M	0.02%	564
2020 Q3	$20.2M	Buy	683,436 +71,000	+12%	+$2.08M	0.02%	551
2020 Q2	$16.7M	Buy	612,436 +445,409	+267%	+$11.4M	0.02%	587
2020 Q1	$3.77M	Sell	167,027 -374,963	-69%	-$9.97M	﹤0.01%	1129
2019 Q4	$15.1M	Buy	541,990 +37,073	+7%	+$988K	0.02%	626
2019 Q3	$12.9M	Buy	+504,917	New	+$12.9M	0.01%	639

Other funds holding SNPE

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

SLF

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

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

WWA

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

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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Envestnet Asset Management's SNPE Position: Q1 2026 in Review

Envestnet Asset Management increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 6% in Q1 2026, buying an estimated $212K and bringing the position to 60,119 shares worth $3.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2582.

Envestnet Asset Management first reported a position in SNPE in Q3 2019 and has held it in 27 quarters since. The position peaked at $37.7M in Q4 2021. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

Envestnet Asset Management held 60,119 shares of Xtrackers S&P 500 ESG ETF worth $3.58M as of Q1 2026.
Envestnet Asset Management bought 3,394 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $212K.
Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #2582 holding.
Envestnet Asset Management first reported a position in Xtrackers S&P 500 ESG ETF in Q3 2019 and has held it in 27 quarters since.
Envestnet Asset Management's Xtrackers S&P 500 ESG ETF position peaked at $37.7M in Q4 2021.
122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.