Millstone Evans Group’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

Millstone Evans Group’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
2026 Q2	$9.02K	Hold	131	–	–	﹤0.01%	599
2026 Q1	$7.8K	Hold	131	–	–	﹤0.01%	597
2025 Q4	$8.18K	Buy	131 +113	+628%	+$6.94K	﹤0.01%	576
2025 Q3	$1.08K	Hold	18	–	–	﹤0.01%	785
2025 Q2	$995	Hold	18	–	–	﹤0.01%	716
2025 Q1	$908	Hold	18	–	–	﹤0.01%	744
2024 Q4	$959	Buy	+18	New	+$969	﹤0.01%	686

Other funds holding SNPE

SLF

Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $923M AUM 19.5% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Millstone Evans Group's SNPE Position: Q2 2026 in Review

Millstone Evans Group held its Xtrackers S&P 500 ESG ETF (SNPE) position steady in Q2 2026 at 131 shares worth $9.02K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

Millstone Evans Group first reported a position in SNPE in Q4 2024 and has held it in 7 quarters since. 106 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

Millstone Evans Group held 131 shares of Xtrackers S&P 500 ESG ETF worth $9.02K as of Q2 2026.
Millstone Evans Group left its Xtrackers S&P 500 ESG ETF share count unchanged in Q2 2026.
Xtrackers S&P 500 ESG ETF made up ﹤0.01% of Millstone Evans Group's portfolio in Q2 2026, its #599 holding.
Millstone Evans Group first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2024 and has held it in 7 quarters since.
106 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.