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Engine No 1 Etf Trust shares owned by Moneta Group Investment Advisors

Quarter-by-quarter ownership of Engine No 1 Etf Trust (VOTE) shares owned by Moneta Group Investment Advisors from 13F filings

Historical chart of Moneta Group Investment Advisors 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 Moneta Group Investment Advisors 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 Moneta Group Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.4M 25k 55.62
2023-09-30 $1.2M 23k 49.88
2023-06-30 $768k 15k 51.60
2023-03-31 $644k 14k 47.59
2022-12-31 $645k 15k 44.22
2022-09-30 $629k 15k 41.59
2022-06-30 $721k 17k 43.77

More positions owned by Moneta Group Investment Advisors

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Core Msci Emkt (IEMG)
Archer Daniels Midland Company (ADM)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Scp Etf (IJR)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for Moneta Group Investment Advisors

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