Heirloom Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Heirloom Wealth 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 Q2	$1.18M	Buy	17,172 +2,095	+14%	+$139K	0.17%	36
2026 Q1	$898K	Buy	15,077 +1,806	+14%	+$113K	0.16%	53
2025 Q4	$829K	Buy	13,271 +4,975	+60%	+$305K	0.19%	29
2025 Q3	$498K	Buy	8,296 +58	+0.7%	+$3.34K	0.12%	30
2025 Q2	$456K	Buy	8,238 +76	+0.9%	+$3.89K	0.12%	33
2025 Q1	$412K	Sell	8,162 -219	-3%	-$11.6K	0.12%	32
2024 Q4	$446K	Sell	8,381 -105	-1%	-$5.65K	0.13%	33
2024 Q3	$446K	Buy	8,486 +18	+0.2%	+$915	0.14%	30
2024 Q2	$424K	Buy	8,468 +117	+1%	+$5.62K	0.14%	30
2024 Q1	$399K	Sell	8,351 -13,435	-62%	-$611K	0.14%	40
2023 Q4	$949K	Sell	21,786 -74	-0.3%	-$3.03K	0.36%	27
2023 Q3	$856K	Buy	21,860 +3,532	+19%	+$144K	0.38%	27
2023 Q2	$744K	Sell	18,328 -978	-5%	-$37.5K	0.32%	30
2023 Q1	$718K	Sell	19,306 -1,521	-7%	-$54.9K	0.34%	29
2022 Q4	$720K	Buy	+20,827	New	+$724K	0.45%	30
2022 Q2	$673K	Hold	18,123	–	–	0.55%	22
2022 Q1	$656K	Buy	18,123 +9,858	+119%	+$397K	0.46%	22
2021 Q4	$327K	Buy	+8,265	New	+$340K	0.28%	28

Other funds holding SNPE

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Heirloom Wealth Management's SNPE Position: Q2 2026 in Review

Heirloom Wealth Management increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 14% in Q2 2026, buying an estimated $139K and bringing the position to 17,172 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #36.

Heirloom Wealth Management first reported a position in SNPE in Q4 2021 and has held it in 18 quarters since. 128 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Heirloom Wealth Management held 17,172 shares of Xtrackers S&P 500 ESG ETF worth $1.18M as of Q2 2026.
Heirloom Wealth Management bought 2,095 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $139K.
Xtrackers S&P 500 ESG ETF made up 0.17% of Heirloom Wealth Management's portfolio in Q2 2026, its #36 holding.
Heirloom Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2021 and has held it in 18 quarters since.
128 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.