IMPACTfolio’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

IMPACTfolio’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
2025 Q4	–	Sell	-33,020	Closed	-$1.98M	–	40
2025 Q3	$1.98M	Buy	+33,020	New	+$1.9M	0.86%	11
2025 Q2	–	Sell	-47,209	Closed	-$2.38M	–	37
2025 Q1	$2.38M	Buy	+47,209	New	+$2.5M	1.25%	12

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

IMPACTfolio's SNPE Position: Q4 2025 in Review

IMPACTfolio sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q4 2025, closing a stake of 33,020 shares — an estimated $1.98M sold.

IMPACTfolio first reported a position in SNPE in Q1 2025 and held it in 2 quarters. The position peaked at $2.38M in Q1 2025. 120 funds tracked by Wall St. Rank hold SNPE as of Q4 2025.

IMPACTfolio reported no remaining Xtrackers S&P 500 ESG ETF position as of Q4 2025 after selling out during the quarter.
IMPACTfolio sold 33,020 Xtrackers S&P 500 ESG ETF shares in Q4 2025, an estimated $1.98M.
IMPACTfolio first reported a position in Xtrackers S&P 500 ESG ETF in Q1 2025 and held it in 2 quarters.
IMPACTfolio's Xtrackers S&P 500 ESG ETF position peaked at $2.38M in Q1 2025.
120 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q4 2025.

Based on IMPACTfolio's 13F filing for Q4 2025, filed 7 Jan 2026.