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West Coast Financial’s Xtrackers S&P 500 ESG ETF SNPE Stock Holding History

West Coast Financial’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
2025
Q2 		– Sell
-16,165
Closed -$815K – 130
2025
Q1 		$815K Hold
16,165
– – 0.09% 81
2024
Q4 		$861K Buy
+16,165
New +$870K 0.09% 81

Other funds holding SNPE

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SLF
Sun Life Financial Toronto, Ontario, Canada $1.76B AUM 19.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

West Coast Financial's SNPE Position: Q2 2025 in Review

West Coast Financial sold out of Xtrackers S&P 500 ESG ETF (SNPE) in Q2 2025, closing a stake of 16,165 shares — an estimated $815K sold.

West Coast Financial first reported a position in SNPE in Q4 2024 and held it in 2 quarters. The position peaked at $861K in Q4 2024. 106 funds tracked by Wall St. Rank hold SNPE as of Q2 2025.

  • West Coast Financial reported no remaining Xtrackers S&P 500 ESG ETF position as of Q2 2025 after selling out during the quarter.
  • West Coast Financial sold 16,165 Xtrackers S&P 500 ESG ETF shares in Q2 2025, an estimated $815K.
  • West Coast Financial first reported a position in Xtrackers S&P 500 ESG ETF in Q4 2024 and held it in 2 quarters.
  • West Coast Financial's Xtrackers S&P 500 ESG ETF position peaked at $861K in Q4 2024.
  • 106 funds tracked by Wall St. Rank held Xtrackers S&P 500 ESG ETF as of Q2 2025.

Based on West Coast Financial's 13F filing for Q2 2025.