Northwest & Ethical Investments’s NYLI Engender Equality ETF EQUL Stock Holding History

Northwest & Ethical Investments’s Portfolio EQUL Stock Details EQUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-12,140	Closed	-$300K	–	549
2024 Q2	$300K	Buy	12,140 +3,430	+39%	+$85.4K	0.01%	369
2024 Q1	$225K	Buy	8,710 +5,120	+143%	+$126K	0.01%	393
2023 Q4	$86.1K	Buy	3,590 +2,710	+308%	+$58.9K	﹤0.01%	370
2023 Q3	$18.6K	Buy	+880	New	+$19.8K	﹤0.01%	385

Other funds holding EQUL

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Northwest & Ethical Investments's EQUL Position: Q3 2024 in Review

Northwest & Ethical Investments sold out of NYLI Engender Equality ETF (EQUL) in Q3 2024, closing a stake of 12,140 shares — an estimated $300K sold.

Northwest & Ethical Investments first reported a position in EQUL in Q3 2023 and held it in 4 quarters. The position peaked at $300K in Q2 2024. 1 fund tracked by Wall St. Rank holds EQUL as of Q3 2024.

Northwest & Ethical Investments reported no remaining NYLI Engender Equality ETF position as of Q3 2024 after selling out during the quarter.
Northwest & Ethical Investments sold 12,140 NYLI Engender Equality ETF shares in Q3 2024, an estimated $300K.
Northwest & Ethical Investments first reported a position in NYLI Engender Equality ETF in Q3 2023 and held it in 4 quarters.
Northwest & Ethical Investments's NYLI Engender Equality ETF position peaked at $300K in Q2 2024.
1 fund tracked by Wall St. Rank held NYLI Engender Equality ETF as of Q3 2024.

Based on Northwest & Ethical Investments's 13F filing for Q3 2024, filed 14 Nov 2024.