Integrated Wealth Concepts’s SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$461K Buy
3,693
+646
+21% +$80.6K ﹤0.01% 1324
2025
Q1
$348K Buy
3,047
+742
+32% +$84.7K ﹤0.01% 1320
2024
Q4
$267K Buy
+2,305
New +$267K ﹤0.01% 1435