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

Future Financial 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 Q2	–	Sell	-1	Closed	–	–	410
2022 Q1	$0	Hold	1	–	–	﹤0.01%	553
2021 Q4	$0	Buy	+1	New	+$104	﹤0.01%	536

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

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

WWA

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

Future Financial Wealth Management's SHE Position: Q2 2022 in Review

Future Financial Wealth Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2022, closing a stake of 1 share.

Future Financial Wealth Management first reported a position in SHE in Q4 2021 and held it in 2 quarters. The position peaked at $0 in Q1 2022. 85 funds tracked by Wall St. Rank hold SHE as of Q2 2022.

Future Financial Wealth Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2022 after selling out during the quarter.
Future Financial Wealth Management sold 1 State Street SPDR MSCI USA Gender Diversity ETF share in Q2 2022.
Future Financial Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2021 and held it in 2 quarters.
Future Financial Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $0 in Q1 2022.
85 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2022.

Based on Future Financial Wealth Management's 13F filing for Q2 2022, filed 5 Jul 2022.