Mountain Capital Investment Advisors’s SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$443K Sell
2025
Q1
$408K Sell
2024
Q4
$436K Buy
2024
Q3
$443K Buy
2024
Q2
$316K Buy
2024
Q1
$294K Sell
2023
Q4
$277K Buy
2023
Q3
$227K Buy
2023
Q2
$217K Buy