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Evelyn Partners Asset Management’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Evelyn Partners Asset 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
2026
Q1 		$67.9K Hold
531
– – 0.02% 155
2025
Q4 		$70.1K Hold
531
– – 0.02% 140
2025
Q3 		$67.7K Hold
531
– – 0.02% 137
2025
Q2 		$66.3K Hold
531
– – 0.02% 125
2025
Q1 		$60.6K Hold
531
– – 0.02% 130
2024
Q4 		$61.5K Buy
+531
New +$62.4K 0.02% 129

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