Retirement Capital Strategies’s Xtrackers S&P SmallCap 600 ESG ETF SMLE Stock Holding History

Retirement Capital Strategies’s Portfolio SMLE Stock Details SMLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-31,722	Closed	-$765K	–	75
2023 Q2	$765K	Buy	+31,722	New	+$730K	0.35%	38

Other funds holding SMLE

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SSWM

Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Retirement Capital Strategies's SMLE Position: Q3 2023 in Review

Retirement Capital Strategies sold out of Xtrackers S&P SmallCap 600 ESG ETF (SMLE) in Q3 2023, closing a stake of 31,722 shares — an estimated $765K sold.

Retirement Capital Strategies first reported a position in SMLE in Q2 2023 and held it in 1 quarter. The position peaked at $765K in Q2 2023. 5 funds tracked by Wall St. Rank hold SMLE as of Q3 2023.

Retirement Capital Strategies reported no remaining Xtrackers S&P SmallCap 600 ESG ETF position as of Q3 2023 after selling out during the quarter.
Retirement Capital Strategies sold 31,722 Xtrackers S&P SmallCap 600 ESG ETF shares in Q3 2023, an estimated $765K.
Retirement Capital Strategies first reported a position in Xtrackers S&P SmallCap 600 ESG ETF in Q2 2023 and held it in 1 quarter.
Retirement Capital Strategies's Xtrackers S&P SmallCap 600 ESG ETF position peaked at $765K in Q2 2023.
5 funds tracked by Wall St. Rank held Xtrackers S&P SmallCap 600 ESG ETF as of Q3 2023.

Based on Retirement Capital Strategies's 13F filing for Q3 2023, filed 13 Nov 2023.