TFC Financial Management »

Stance Sustainable Beta Etf shares owned by TFC Financial Management

Quarter-by-quarter ownership of Stance Sustainable Beta Etf (CHGX) shares owned by TFC Financial Management from 13F filings

Historical chart of TFC Financial Management investment in Stance Sustainable Beta Etf

Tip: Access up to 7 years of quarterly data

All positions including Stance Sustainable Beta Etf held by TFC Financial Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Stance Sustainable Beta Etf by TFC Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $123k 4.5k 27.31
2025-06-30 $117k 4.5k 26.07

More positions owned by TFC Financial Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Core Msci Emkt (IEMG)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Nushares Etf Tr Nuveen Esg Emrgn (NUEM)
Johnson & Johnson (JNJ)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Exxon Mobil Corporation (XOM)

View all positions for TFC Financial Management

Top funds holding Stance Sustainable Beta Etf

PFG Investments
Pensionmark Financial Group
Westfuller Advisors
Commonwealth Equity Services
Private Advisor
LPL Financial
Cambridge Investment Research Advisors
Stance Capital
First Affirmative Financial Network
Wetherby Asset Management
Seeds Investor
Envestnet Asset Management
LaSalle St. Investment Advisors
Advisor Group Holdings
Pathstone Holdings

View all funds holding Stance Sustainable Beta Etf