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

Janiczek 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 Q1	–	Sell	-10	Closed	-$950	–	1151
2023 Q4	$950	Hold	10	–	–	﹤0.01%	941
2023 Q3	$850	Hold	10	–	–	﹤0.01%	932
2023 Q2	$881	Hold	10	–	–	﹤0.01%	858
2023 Q1	$838	Hold	10	–	–	﹤0.01%	866
2022 Q4	$819	Hold	10	–	–	﹤0.01%	874
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	869
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	902
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	898
2021 Q4	$1K	Buy	+10	New	+$1.04K	﹤0.01%	956

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

AFG

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

Janiczek Wealth Management's SHE Position: Q1 2024 in Review

Janiczek Wealth Management sold out of State Street SPDR MSCI USA Gender Diversity ETF (SHE) in Q1 2024, closing a stake of 10 shares — an estimated $950 sold.

Janiczek Wealth Management first reported a position in SHE in Q4 2021 and held it in 9 quarters. The position peaked at $1K in Q3 2022. 99 funds tracked by Wall St. Rank hold SHE as of Q1 2024.

Janiczek Wealth Management reported no remaining State Street SPDR MSCI USA Gender Diversity ETF position as of Q1 2024 after selling out during the quarter.
Janiczek Wealth Management sold 10 State Street SPDR MSCI USA Gender Diversity ETF shares in Q1 2024, an estimated $950.
Janiczek Wealth Management first reported a position in State Street SPDR MSCI USA Gender Diversity ETF in Q4 2021 and held it in 9 quarters.
Janiczek Wealth Management's State Street SPDR MSCI USA Gender Diversity ETF position peaked at $1K in Q3 2022.
99 funds tracked by Wall St. Rank held State Street SPDR MSCI USA Gender Diversity ETF as of Q1 2024.

Based on Janiczek Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.