News + Filings Holdings
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Baystate Wealth Management LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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INVESCO EXCHANGE TRADED FD T
| PRF | Exchange Traded Fund | 0 | -583,815 | 0 | -90,579,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EQUISHARES CORPORATION
| IWY | Exchange Traded Fund | 0 | -650,741 | 0 | -78,434,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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GREAT WEST LIFE ASSURANCE CO /CAN/
| GWL | Common | 0 | -1,942,342 | 0 | -57,668,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ICSH | Common | 0 | -1,129,586 | 0 | -56,525,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEFA | Common | 0 | -744,538 | 0 | -45,893,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| SCPB | Common | 0 | -1,409,825 | 0 | -41,421,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD ADMIRAL FUNDS
| VIOO | Common | 0 | -204,993 | 0 | -35,527,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| VLUE | Common | 0 | -372,212 | 0 | -33,923,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR S&P International Small Cap ETF
| GWX | ETF | 0 | -788,533 | 0 | -23,191,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EEM | Common | 0 | -586,168 | 0 | -22,216,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Lattice Strategies Trust
| RODM | Common | 0 | -799,631 | 0 | -19,823,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| ONEK | Common | 0 | -245,315 | 0 | -11,034,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iShares, Inc.
| EZU | Common | 0 | -240,145 | 0 | -9,480,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| SHY | 1-3 YR TRS BD | 0 | -89,354 | 0 | -7,253,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD SCOTTSDALE FUNDS
| BNDW | Common | 0 | -76,352 | 0 | -5,119,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iShares MSCI KLD 400 Social ETF
| DSI | ETF | 0 | -69,615 | 0 | -4,998,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGD | Common | 0 | -72,258 | 0 | -4,750,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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UFP TECHNOLOGIES INC
| UFPT | Common | 0 | -30,818 | 0 | -3,633,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SCHWAB STRATEGIC TRUST
| FNDX | Common | 0 | -61,514 | 0 | -3,287,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ESGU | Common | 0 | -37,600 | 0 | -3,187,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Endava plc
| DAVA | Common | 0 | -40,000 | 0 | -3,060,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Nushares ETF Trust
| NULV | Common | 0 | -87,967 | 0 | -3,012,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JMST | Exchange Traded Fund | 0 | -54,481 | 0 | -2,753,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD ADMIRAL FUNDS
| VIOV | Common | 0 | -17,452 | 0 | -2,741,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EFV | MSCI VAL IDX | 0 | -58,500 | 0 | -2,684,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard Growth ETF
| VUG | ETF | 0 | -12,427 | 0 | -2,648,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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WisdomTree Trust
| DOL | Common | 0 | -56,683 | 0 | -2,495,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD WORLD FUND
| MGK | Common | 0 | -14,173 | 0 | -2,439,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| EEMV | Common | 0 | -39,818 | 0 | -2,112,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FMC CORP
| FMC | Common | 0 | -16,378 | 0 | -2,044,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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EQUISHARES CORPORATION
| IWX | Exchange Traded Fund | 0 | -29,794 | 0 | -1,936,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Vanguard Small-Cap Value ETF
| VBR | ETF | 0 | -11,840 | 0 | -1,880,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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JPS INDUSTRIES INC
| JPST | Common | 0 | -36,037 | 0 | -1,807,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| ITE | Common | 0 | -63,864 | 0 | -1,804,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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IndexIQ ETF Trust
| QAI | Common | 0 | -59,388 | 0 | -1,690,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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