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Engine No 1 Etf Trust shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Engine No 1 Etf Trust (VOTE) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Engine No 1 Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Engine No 1 Etf Trust held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Engine No 1 Etf Trust by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $928k 17k 55.62
2023-09-30 $832k 17k 49.88
2022-03-31 $201k 3.8k 53.02

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Mission Wealth Management

Top funds holding Engine No 1 Etf Trust

Jpmorgan Chase & Co
Jordan Park Group
Betterment
Pnc Financial Services
Goldman Sachs Group
Litman Gregory Asset Management
Bank of America Corporation
Dorsey & Whitney Trust Company
Pathstone Holdings
Values Added Financial
Cambridge Investment Research Advisors
Financial Insights
Mutual Advisors
Phoenix Wealth Advisors
Bank of New York Mellon

View all funds holding Engine No 1 Etf Trust