WWA
SHE icon

WCG Wealth Advisors’s State Street SPDR MSCI USA Gender Diversity ETF SHE Stock Holding History

WCG Wealth Advisors’s Portfolio SHE Stock Details SHE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-19,128
Closed -$2.02M – 299
2024
Q1 		$2.02M Sell
19,128
-1,399
-7% -$141K 0.17% 122
2023
Q4 		$1.95M Sell
20,527
-998
-5% -$88.6K 0.14% 141
2023
Q3 		$1.92M Sell
21,525
-800
-4% -$70.8K 0.14% 137
2023
Q2 		$1.96M Buy
22,325
+2,074
+10% +$175K 0.23% 82
2023
Q1 		$1.68M Sell
20,251
-401
-2% -$32.7K 0.22% 86
2022
Q4 		$1.63M Sell
20,652
-1,213
-6% -$95.8K 0.22% 85
2022
Q3 		$1.69M Sell
21,865
-2,371
-10% -$190K 0.22% 89
2022
Q2 		$1.84M Buy
+24,236
New +$2.01M 0.26% 75

Other funds holding SHE

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.55B AUM 19.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return