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Equitable Conservative Growth MF/ETF

Mutual Fund
Equitable Conservative Growth MF/ETF
Last update 2025-06-23 7 Stocks (0 new)
Value $25.00 Mil Turnover 8 %
Countries:
Equitable Conservative Growth ... Top Holdings of 2025-03-31 View Full List
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
+15.62%
+6.84%
71,061.1
 
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
+18.08%
+21.30%
27,242.0
 
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
+6.45%
+9.26%
3,330.9
 
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
+4.76%
+4.89%
23,767.0
 
IUSG
ISHARES TRUST
27,700
3,520.1
-7.97%
13.880
-1.29%
0.020
+20.16%
+9.09%
23,602.8
 
BND
Vanguard Total Bond Market ETF
41,000
3,011.4
+178.91%
11.870
+7.61%
0.000
+1.55%
+3.61%
127,478.2
 
VWO
Vanguard FTSE Emerging Markets ETF
31,300
1,416.6
0%
5.580
0%
0.000
+17.09%
+13.09%
84,665.1
 

Equitable Conservative Growth MF/ETF's Historical Top Holdings Breakdowns

Equitable Conservative Growth MF/ETF's Top Stock Picks View Full List
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%
â—Ź
71.17 ($72.57) 73.66
$73.09
0.72%
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%
â—Ź
120.29 ($128.89) 134.6
$136.62
6.00%
Reduce -26.45%
39,200
-14,100
IUSG
ISHARES TRUST
2025-03-31
Reduce
Reduce
-1.29%
â—Ź
126.86 ($138.28) 146.45
$151.59
9.63%
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%
â—Ź
33.84 ($36.14) 37.77
$40.70
12.62%
Reduce -5.38%
123,200
-7,000
IUSV
ISHARES TRUST
2024-12-31
Sold Out
Sold Out
-5.16%
â—Ź
91.94 ($96.2) 100.02
$95.92
-0.29%
Sold Out
0
-14,300
IUSG
ISHARES TRUST
2024-12-31
Add
Add
+4.91%
â—Ź
130.24 ($137.36) 144.97
$151.59
10.36%
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%
â—Ź
124.26 ($129.56) 134.32
$136.62
5.45%
Reduce -4.82%
53,300
-2,700
BND
Vanguard Total Bond Market ETF
2024-12-31
Add
Add
+1.17%
â—Ź
71.75 ($73.08) 74.97
$73.09
0.01%
Add 40%
14,700
4,200
VWO
Vanguard FTSE Emerging Markets ETF
2024-12-31
Add
Add
+0.29%
â—Ź
44.04 ($46.45) 49.49
$49.61
6.80%
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%
â—Ź
113.41 ($121.07) 125.62
$136.62
12.84%
Reduce -18.13%
56,000
-12,400

Equitable Conservative Growth MF/ETF Total Holding History ($B)

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Equitable Conservative Growth MF/ETF's Asset Allocation

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Equitable Conservative Growth MF/ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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Equitable Conservative Growth MF/ETF's Hypothetical Growth since 2025-03-31

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