Focus Partners Advisor Solutions’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Focus Partners Advisor Solutions’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	$406K	Sell	3,175 -69	-2%	-$9.18K	﹤0.01%	865
2025 Q4	$428K	Sell	3,244 -2,599	-44%	-$338K	0.01%	766
2025 Q3	$765K	Buy	5,843 +2,618	+81%	+$328K	0.01%	621
2025 Q2	$403K	Buy	3,225 +748	+30%	+$87K	0.01%	744
2025 Q1	$283K	Buy	+2,477	New	+$293K	﹤0.01%	779
2024 Q4	–	Sell	-2,141	Closed	-$243K	–	860
2024 Q3	$243K	Hold	2,141	–	–	0.01%	655
2024 Q2	$233K	Sell	2,141 -120	-5%	-$12.6K	0.01%	559
2024 Q1	$239K	Buy	2,261 +106	+5%	+$10.7K	0.01%	528
2023 Q4	$205K	Buy	+2,155	New	+$191K	0.01%	393

Other funds holding SHE

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

First Affirmative Financial Network Colorado Springs, Colorado $258M AUM

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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

Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Cetera Investment Advisers

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