RF&L Wealth Management’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

RF&L Wealth Management’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	–	Sell	-4,697	Closed	-$280K	–	54
2026 Q1	$280K	Hold	4,697	–	–	0.21%	48
2025 Q4	$293K	Hold	4,697	–	–	0.16%	59
2025 Q3	$282K	Hold	4,697	–	–	0.17%	55
2025 Q2	$260K	Hold	4,697	–	–	0.17%	54
2025 Q1	$237K	Hold	4,697	–	–	0.17%	54
2024 Q4	$250K	Hold	4,697	–	–	0.18%	53
2024 Q3	$247K	Hold	4,697	–	–	0.17%	55
2024 Q2	$235K	Hold	4,697	–	–	0.18%	52
2024 Q1	$225K	Hold	4,697	–	–	0.17%	51
2023 Q4	$205K	Buy	+4,697	New	+$192K	0.17%	55

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RF&L Wealth Management's SNPE Position: Q2 2026 in Review

RF&L Wealth Management sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2026, closing a stake of 4,697 shares — an estimated $280K sold.

RF&L Wealth Management first reported a position in SNPE in Q4 2023 and held it in 10 quarters. The position peaked at $293K in Q4 2025. 127 funds tracked by Wall St. Rank hold SNPE as of Q2 2026.

RF&L Wealth Management reported no remaining Xtrackers S&P 500 ESG ETF position as of Q2 2026 after selling out during the quarter.
RF&L Wealth Management sold 4,697 Xtrackers S&P 500 ESG ETF shares in Q2 2026, an estimated $280K.
RF&L Wealth Management first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2023 and held it in 10 quarters.
RF&L Wealth Management's Xtrackers S&P 500 ESG ETF position peaked at $293K in Q4 2025.
127 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2026.

Based on RF&L Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.