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

ICA Group 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
2024 Q2	–	Sell	-144	Closed	-$15.2K	–	1232
2024 Q1	$15.2K	Buy	144 +2	+1%	+$201	﹤0.01%	812
2023 Q4	$13.5K	Buy	+142	New	+$12.6K	﹤0.01%	817
2023 Q3	–	Sell	-148	Closed	-$13K	–	1049
2023 Q2	$13K	Buy	+148	New	+$12.5K	﹤0.01%	788
2023 Q1	–	Sell	-39	Closed	-$3.07K	–	1357
2022 Q4	$3.07K	Buy	+39	New	+$3.08K	﹤0.01%	1054

Other funds holding SHE

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

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

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

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

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

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

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

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

AFG

Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return

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

ICA Group Wealth Management's SHE Position: Q2 2024 in Review

ICA Group Wealth Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2024, closing a stake of 144 shares — an estimated $15.2K sold.

ICA Group Wealth Management first reported a position in SHE in Q4 2022 and held it in 4 quarters. The position peaked at $15.2K in Q1 2024. 102 funds tracked by Wall St. Rank hold SHE as of Q2 2024.

ICA Group Wealth Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2024 after selling out during the quarter.
ICA Group Wealth Management sold 144 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2024, an estimated $15.2K.
ICA Group Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2022 and held it in 4 quarters.
ICA Group Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $15.2K in Q1 2024.
102 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.