Sheets Smith Wealth Management’s Xtrackers S&P SmallCap 600 ESG ETF SMLE Stock Holding History

Sheets Smith Wealth Management’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 Q4	–	Sell	-6,098	Closed	-$140K	–	522
2023 Q3	$140K	Buy	+6,098	New	+$148K	0.02%	328

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 $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Sheets Smith Wealth Management's SMLE Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Xtrackers S&P SmallCap 600 ESG ETF (SMLE) in Q4 2023, closing a stake of 6,098 shares — an estimated $140K sold.

Sheets Smith Wealth Management first reported a position in SMLE in Q3 2023 and held it in 1 quarter. The position peaked at $140K in Q3 2023. 4 funds tracked by Wall St. Rank hold SMLE as of Q4 2023.

Sheets Smith Wealth Management reported no remaining Xtrackers S&P SmallCap 600 ESG ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 6,098 Xtrackers S&P SmallCap 600 ESG ETF shares in Q4 2023, an estimated $140K.
Sheets Smith Wealth Management first reported a position in Xtrackers S&P SmallCap 600 ESG ETF in Q3 2023 and held it in 1 quarter.
Sheets Smith Wealth Management's Xtrackers S&P SmallCap 600 ESG ETF position peaked at $140K in Q3 2023.
4 funds tracked by Wall St. Rank held Xtrackers S&P SmallCap 600 ESG ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.