IAG Wealth Partners’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

IAG Wealth Partners’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	$15K	Hold	252	–	–	﹤0.01%	338
2025 Q4	$15.7K	Hold	252	–	–	﹤0.01%	314
2025 Q3	$15.1K	Hold	252	–	–	﹤0.01%	335
2025 Q2	$13.9K	Hold	252	–	–	﹤0.01%	312
2025 Q1	$12.7K	Hold	252	–	–	﹤0.01%	313
2024 Q4	$13.4K	Sell	252 -75	-23%	-$4.04K	﹤0.01%	311
2024 Q3	$17.2K	Sell	327 -259	-44%	-$13.2K	﹤0.01%	287
2024 Q2	$29.3K	Hold	586	–	–	0.01%	230
2024 Q1	$28K	Hold	586	–	–	0.01%	211
2023 Q4	$25.5K	Hold	586	–	–	0.01%	210
2023 Q3	$23K	Hold	586	–	–	0.01%	213
2023 Q2	$23.8K	Hold	586	–	–	0.01%	218
2023 Q1	$21.8K	Hold	586	–	–	0.01%	218
2022 Q4	$20.3K	Hold	586	–	–	0.01%	217
2022 Q3	$19K	Hold	586	–	–	0.01%	209
2022 Q2	$20K	Hold	586	–	–	0.01%	208
2022 Q1	$24K	Hold	586	–	–	0.01%	206
2021 Q4	$25K	Hold	586	–	–	0.01%	200
2021 Q3	$23K	Hold	586	–	–	0.01%	191
2021 Q2	$23K	Hold	586	–	–	0.01%	183
2021 Q1	$21K	Hold	586	–	–	0.01%	180
2020 Q4	$20K	Hold	586	–	–	0.01%	165
2020 Q3	$18K	Hold	586	–	–	0.01%	171
2020 Q2	$16K	Hold	586	–	–	0.01%	177
2020 Q1	$14K	Sell	586 -133	-18%	-$3.54K	0.01%	171
2019 Q4	$21K	Buy	+719	New	+$19.2K	0.01%	174

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 $299B AUM 28.69% 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

IAG Wealth Partners's SNPE Position: Q1 2026 in Review

IAG Wealth Partners held its Xtrackers S&P 500 ESG ETF (SNPE) position steady in Q1 2026 at 252 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

IAG Wealth Partners first reported a position in SNPE in Q4 2019 and has held it in 26 quarters since. The position peaked at $29.3K in Q2 2024. 122 funds tracked by Wall St. Rank hold SNPE as of Q1 2026.

IAG Wealth Partners held 252 shares of Xtrackers S&P 500 ESG ETF worth $15K as of Q1 2026.
IAG Wealth Partners left its Xtrackers S&P 500 ESG ETF share count unchanged in Q1 2026.
Xtrackers S&P 500 ESG ETF made up ﹤0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #338 holding.
IAG Wealth Partners first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2019 and has held it in 26 quarters since.
IAG Wealth Partners's Xtrackers S&P 500 ESG ETF position peaked at $29.3K in Q2 2024.
122 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.