Idaho Trust Bank’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Idaho Trust Bank’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	-4,878	Closed	-$516K	–	130
2024 Q1	$516K	Buy	+4,878	New	+$490K	0.5%	52

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

Idaho Trust Bank's SHE Position: Q2 2024 in Review

Idaho Trust Bank sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q2 2024, closing a stake of 4,878 shares — an estimated $516K sold.

Idaho Trust Bank first reported a position in SHE in Q1 2024 and held it in 1 quarter. The position peaked at $516K in Q1 2024. 102 funds tracked by Wall St. Rank hold SHE as of Q2 2024.

Idaho Trust Bank reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q2 2024 after selling out during the quarter.
Idaho Trust Bank sold 4,878 State Street SPDR MSCI USA Gender Diversity ETF shares in Q2 2024, an estimated $516K.
Idaho Trust Bank first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q1 2024 and held it in 1 quarter.
Idaho Trust Bank's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $516K 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 Idaho Trust Bank's 13F filing for Q2 2024, filed 8 Aug 2024.