Stewardship Advisors, LLC Closed Holding Positions

Stewardship Advisors, LLC

  • $337 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
RYF
Invesco S&P 500 Equal Weight F

ETFs
Q2 2022 Filed on Jul 11, 2022
10,806
$51.8 - $63.55 $560K - $687K
IHDG
Wisdomtree Tr

ETFs
Q2 2022 Filed on Jul 11, 2022
4,895
$37.42 - $43.67 $183K - $214K
VT
Vanguard Total World Stk Index

ETFs
Q2 2022 Filed on Jul 11, 2022
2,030
$83.88 - $102.77 $170K - $209K
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
Q2 2022 Filed on Jul 11, 2022
2,883
$63.97 - $82.17 $184K - $237K
SPHB
Invesco ETF Tr Ii S&P 500 High

ETFs
Q2 2022 Filed on Jul 11, 2022
3,581
$57.15 - $77.33 $205K - $277K
NUMG
Nuveen Esg Mid Cap Growth ETF

ETFs
Q1 2022 Filed on Apr 11, 2022
76,061
$39.39 - $48.67 $3M - $3.7M
FDG
American Centy ETF Tr Focused

ETFs
Q1 2022 Filed on Apr 11, 2022
34,201
$62.1 - $81.8 $2.12M - $2.8M
SHYL
Dbx ETF Tr Deutsche X Trackers

ETFs
Q1 2022 Filed on Apr 11, 2022
54,242
$44.87 - $47.41 $2.43M - $2.57M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
Q1 2022 Filed on Apr 11, 2022
46,362
$55.42 - $64.7 $2.57M - $3M
Renaissance Cap Greenwich Fd
Q4 2021 Filed on Jan 14, 2022
8,855
N/A
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
Q4 2021 Filed on Jan 14, 2022
4,969
$91.87 - $125.12 $457K - $622K
DGRO
Ishares Core Dividend Growth E

ETFs
Q4 2021 Filed on Jan 14, 2022
8,102
$50.43 - $55.68 $409K - $451K
EMQQ
Emqq Emerging Markets Internet

ETFs
Q4 2021 Filed on Jan 14, 2022
4,915
$40.93 - $54.57 $201K - $268K
NUSC
Nuveen Esg Small Cap ETF

ETFs
Q4 2021 Filed on Jan 14, 2022
6,642
$39.82 - $47.48 $264K - $315K
XMMO
Invesco Exchange Traded Fd Tr

ETFs
Q3 2021 Filed on Oct 19, 2021
3,645
$81.13 - $88.42 $296K - $322K
HSY
Hershey CO

Consumer Defensive
Q2 2021 Filed on Jul 16, 2021
3,069
$158.19 - $175.12 $485K - $537K
LQD
Ishares Iboxx $ Investment Gra

ETFs
Q1 2021 Filed on Apr 20, 2021
125,033
$128.44 - $137.43 $16.1M - $17.2M
VIDI
Vident Intl Equity Fd

ETFs
Q3 2020 Filed on Oct 16, 2020
219,579
$20.37 - $21.9 $4.47M - $4.81M
XMLV
Invesco ETF Tr Ii S&P Midcap L

ETFs
Q3 2020 Filed on Oct 16, 2020
73,126
$40.45 - $44.44 $2.96M - $3.25M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
Q2 2020 Filed on Jul 16, 2020
21,634
$24.7 - $32.15 $534K - $696K
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2020 Filed on Jul 16, 2020
9,664
$27.38 - $34.3 $265K - $331K
SPSB
Spdr Portfolio Short Term Corp

ETFs
Q2 2020 Filed on Jul 16, 2020
15,652
$30.09 - $31.34 $471K - $491K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
Q2 2020 Filed on Jul 16, 2020
26,642
$22.87 - $29.3 $609K - $781K
SPYG
Spdr Portfolio

ETFs
Q2 2020 Filed on Jul 16, 2020
18,411
$34.16 - $45.45 $629K - $837K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
Q2 2020 Filed on Jul 16, 2020
60,112
$26.53 - $26.95 $1.59M - $1.62M
ILTB
Ishares Core 10+ Year Usd Bond

ETFs
Q1 2020 Filed on Apr 23, 2020
3,672
$61.86 - $76.96 $227K - $283K
FLRN
Spdr Bloomberg Investment Grad

ETFs
Q1 2020 Filed on Apr 23, 2020
88,032
$26.27 - $30.83 $2.31M - $2.71M
EZM
Wisdomtree U.S. Midcap Fund

ETFs
Q1 2020 Filed on Apr 23, 2020
72,896
$22.51 - $42.68 $1.64M - $3.11M
FDN
First Tr Fd Dow Jones

ETFs
Q1 2020 Filed on Apr 23, 2020
10,329
$107.38 - $154.58 $1.11M - $1.6M
ENS
Ener Sys

Industrials
Q1 2020 Filed on Apr 23, 2020
5,292
$38.24 - $77.94 $202K - $412K
ULST
Ssga Active ETF Tr Ssga Ultra

ETFs
Q1 2020 Filed on Apr 23, 2020
75,535
$37.95 - $40.52 $2.87M - $3.06M
CWB
Spdr Bloomberg Convertible Sec

ETFs
Q1 2020 Filed on Apr 23, 2020
49,736
$40.96 - $60.38 $2.04M - $3M
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