EWA
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EverSource Wealth Advisors’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

EverSource Wealth Advisors’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
2025
Q1 		– Sell
-343
Closed -$18.3K – 4163
2024
Q4 		$18.3K Buy
+343
New +$18.5K ﹤0.01% 1677

Other funds holding SNPE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

EverSource Wealth Advisors's SNPE Position: Q1 2025 in Review

EverSource Wealth Advisors sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q1 2025, closing a stake of 343 shares — an estimated $18.3K sold.

EverSource Wealth Advisors first reported a position in SNPE in Q4 2024 and held it in 1 quarter. The position peaked at $18.3K in Q4 2024. 111 funds tracked by Wall St. Rank hold SNPE as of Q1 2025.

  • EverSource Wealth Advisors reported no remaining Xtrackers S&P 500 ESG ETF position as of Q1 2025 after selling out during the quarter.
  • EverSource Wealth Advisors sold 343 Xtrackers S&P 500 ESG ETF shares in Q1 2025, an estimated $18.3K.
  • EverSource Wealth Advisors first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2024 and held it in 1 quarter.
  • EverSource Wealth Advisors's Xtrackers S&P 500 ESG ETF position peaked at $18.3K in Q4 2024.
  • 111 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2025.

Based on EverSource Wealth Advisors's 13F filing for Q1 2025, filed 13 May 2025.