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 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

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

SLF

Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return

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

WWA

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Heirloom Wealth Management's SNPE Position: Q1 2026 in Review

Heirloom Wealth Management increased its Xtrackers S&P 500 ESG ETF (SNPE) stake by 14% in Q1 2026, buying an estimated $113K and bringing the position to 15,077 shares worth $898K. The position accounts for 0.16% of the portfolio, ranked #53.

Heirloom Wealth Management first reported a position in SNPE in Q4 2021 and has held it in 17 quarters since. The position peaked at $949K in Q4 2023. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

Heirloom Wealth Management held 15,077 shares of Xtrackers S&P 500 ESG ETF worth $898K as of Q1 2026.
Heirloom Wealth Management bought 1,806 Xtrackers S&P 500 ESG ETF shares in Q1 2026, an estimated $113K.
Xtrackers S&P 500 ESG ETF made up 0.16% of Heirloom Wealth Management's portfolio in Q1 2026, its #53 holding.
Heirloom Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2021 and has held it in 17 quarters since.
Heirloom Wealth Management's Xtrackers S&P 500 ESG ETF position peaked at $949K in Q4 2023.
122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.