Francis Financial, Inc. Reduced Holdings in Q2 2025

Francis Financial, Inc.

  • $353 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NYF
Ishares New York Muni Bond ETF

ETFs
-136K
- 74.97%
$51.29 - $53.06 $6.96M - $7.2M
45.3K $2.36M
BGRN
Ishares Trust Ishares Usd Gre

ETFs
-117K
- 31.51%
$46.47 - $47.67 $5.41M - $5.55M
253K $12.1M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-45.7K
- 23.85%
$86.58 - $104.98 $3.95M - $4.79M
146K $15.3M
ELQD
Ishares Tr Esg Advanced Invt G

ETFs
-28.4K
- 52.02%
$79.21 - $82.48 $2.25M - $2.35M
26.2K $2.16M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-18.8K
- 14.31%
$90.56 - $109.49 $1.7M - $2.06M
112K $12.3M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-38.7K
- 40.83%
$34.28 - $41.6 $1.33M - $1.61M
56.1K $2.33M
MCD
Mcdonalds Corp

Consumer Cyclical
-1.07K
- 21.47%
$285.55 - $321.23 $306K - $345K
3.93K $1.15M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-6.95K
- 5.47%
$114.78 - $133.31 $798K - $927K
120K $16M
SUSB
Ishares Tr Ishares Esg Aware 1

ETFs
-9.73K
- 2.41%
$24.66 - $25.17 $240K - $245K
394K $9.91M
VTRS
Viatris Inc

Healthcare
-14K
- 51.41%
$7.26 - $9.12 $101K - $127K
13.2K $117K
DFAI
Dimensional ETF Tr

ETFs
-3.9K
- 17.12%
$28.02 - $34.71 $109K - $135K
18.9K $653K
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-481
- 14.93%
$81.46 - $94.63 $39.2K - $45.5K
2.74K $259K
FSMB
First Tr Et Fd Iii Short Durat

ETFs
-2.01K
- 1.48%
$19.58 - $19.93 $39.4K - $40.1K
134K $2.66M
PG
Procter & Gamble CO

Consumer Defensive
-1
- 0.07%
$157.66 - $172.39 $158 - $172
1.4K $223K
Dimensional ETF Trust
-62.8K
- 15.14%
N/A
352K $0
NUE
Nucor Corp

Basic Materials
-40
- 2.03%
$103.22 - $131.43 $4.13K - $5.26K
1.93K $249K
DFAX
Dimensional ETF Tr
-2.81K
- 8.8%
$23.37 - $29.39 $65.7K - $82.6K
29.1K $855K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-9
- 0.37%
$149.76 - $186.42 $1.35K - $1.68K
2.44K $455K
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-363
- 0.7%
$36.25 - $42.28 $13.2K - $15.3K
51.2K $2.16M
GLW
Corning Inc

Technology
-1.68K
- 7.4%
$39.07 - $52.59 $65.7K - $88.5K
21K $1.11M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-204
- 1.46%
$152.93 - $181.74 $31.2K - $37.1K
13.7K $2.5M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
-2.03K
- 3.59%
$33.46 - $41.33 $67.9K - $83.8K
54.5K $2.25M
IVV
Ishares Core S&P 500 ETF

ETFs
-138
- 3.38%
$498.8 - $620.9 $68.8K - $85.7K
3.95K $2.45M
MSFT
Microsoft Corp

Technology
-615
- 11.99%
$354.56 - $497.45 $218K - $306K
4.51K $2.25M
DSI
Ishares Msci Kld 400 Social Et

ETFs
-4.44K
- 4.33%
$91.62 - $116.16 $407K - $516K
98.1K $11.4M
NULG
Nuveen Esg Large Cap Growth Et

ETFs
-2.01K
- 2.85%
$70.54 - $93.95 $142K - $189K
68.5K $6.44M
NVDA
Nvidia Corp

Technology
-1.98K
- 6.41%
$94.31 - $157.99 $187K - $313K
28.9K $4.57M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7.46K
- 5.66%
$456.74 - $568.03 $3.41M - $4.24M
124K $70.7M
META
Meta Platforms, Inc.

Communication Services
-4.76K
- 8.46%
$484.66 - $738.09 $2.31M - $3.51M
51.5K $38M
Activity Summary
Buys All Purchases 42 New Holdings 13 Increased Positions 29 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 3
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