EC
| |
Equitable Conservative Growth MF/ETFMutual Fund | |
| Equitable Conservative Growth MF/ETF | |
| Last update 2025-06-23 | 7 Stocks (0 new) |
| Value $25.00 Mil | Turnover 8 % |
Equitable Conservative Growth ... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 39,200 | 4,782.8 | -26.45% | 18.850 | -7.02% | 0.010 | +16.71% | +6.69% | 70,957.1 | ||
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 123,200 | 4,485.7 | -5.38% | 17.680 | -0.93% | 0.020 | +14.81% | +20.29% | 27,014.4 | ||
ACWV |
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
| 35,100 | 4,084.6 | 0% | 16.100 | 0% | 0.120 | +3.32% | +8.65% | 3,312.3 | ||
USHY |
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
| 110,500 | 4,067.5 | 0% | 16.030 | 0% | 0.020 | +5.54% | +4.74% | 23,731.9 | ||
IUSG | ISHARES TRUST | 27,700 | 3,520.1 | -7.97% | 13.880 | -1.29% | 0.020 | +21.41% | +8.87% | 23,554.6 | ||
BND | Vanguard Total Bond Market ETF | 41,000 | 3,011.4 | +178.91% | 11.870 | +7.61% | 0.000 | +1.50% | +3.21% | 126,981.1 | ||
VWO | Vanguard FTSE Emerging Markets ETF | 31,300 | 1,416.6 | 0% | 5.580 | 0% | 0.000 | +14.34% | +13.05% | 84,639.5 |
Equitable Conservative Growth MF/ETF's Historical Top Holdings Breakdowns
Equitable Conservative Growth MF/ETF's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BND | Vanguard Total Bond Market ETF | 2025-03-31 | Add Add | +7.61% | 71.17 ($72.57) 73.66 | $72.81 | 0.32% | Add 178.91% | 41,000 | 26,300 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Reduce Reduce | -7.02% | 120.29 ($128.89) 134.6 | $136.42 | 5.84% | Reduce -26.45% | 39,200 | -14,100 | |
IUSG | ISHARES TRUST | 2025-03-31 | Reduce Reduce | -1.29% | 126.86 ($138.28) 146.45 | $151.28 | 9.40% | Reduce -7.97% | 27,700 | -2,400 | |
SPDW |
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
| 2025-03-31 | Reduce Reduce | -0.93% | 33.84 ($36.14) 37.77 | $40.36 | 11.68% | Reduce -5.38% | 123,200 | -7,000 | |
IUSV | ISHARES TRUST | 2024-12-31 | Sold Out Sold Out | -5.16% | 91.94 ($96.2) 100.02 | $95.75 | -0.47% | Sold Out | 0 | -14,300 | |
IUSG | ISHARES TRUST | 2024-12-31 | Add Add | +4.91% | 130.24 ($137.36) 144.97 | $151.28 | 10.13% | Add 43.33% | 30,100 | 9,100 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2024-12-31 | Reduce Reduce | -1.28% | 124.26 ($129.56) 134.32 | $136.42 | 5.29% | Reduce -4.82% | 53,300 | -2,700 | |
BND | Vanguard Total Bond Market ETF | 2024-12-31 | Add Add | +1.17% | 71.75 ($73.08) 74.97 | $72.81 | -0.38% | Add 40% | 14,700 | 4,200 | |
VWO | Vanguard FTSE Emerging Markets ETF | 2024-12-31 | Add Add | +0.29% | 44.04 ($46.45) 49.49 | $49.59 | 6.77% | Add 5.74% | 31,300 | 1,700 | |
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2024-09-30 | Reduce Reduce | -5.63% | 113.41 ($121.07) 125.62 | $136.42 | 12.68% | Reduce -18.13% | 56,000 | -12,400 |
Equitable Conservative Growth MF/ETF Total Holding History ($B)
Equitable Conservative Growth MF/ETF's Asset Allocation
Equitable Conservative Growth MF/ETF Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Equitable Conservative Growth MF/ETF's Hypothetical Growth since 2025-03-31
Equitable Conservative Growth MF/ETF's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Equitable Conservative Growth MF/ETF's Holdings Heat Map
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Equitable Conservative Growth MF/ETF's Holdings Bubble Chart
Equitable Conservative Growth MF/ETF News
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