EG

Equitable Growth MF/ETF Portfolio

Mutual Fund
Equitable Growth MF/ETF Portfolio
Last update 2025-06-23 5 Stocks (0 new)
Value $9.00 Mil Turnover 2 %
Countries:
Top Holdings: ACWV(33.42%)ITOT(23.50%)SPDW(15.89%)IUSG(15.41%)VWO(11.78%)
Summary Stock Picks Current Portfolio
Equitable Growth MF/ETF Portfo... Top Holdings of 2025-03-31 View Full List
Ticker
ACWV
ITOT
SPDW
IUSG
VWO
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
26,760
3,114.1
+0.75%
33.420
+0.25%
0.090
+3.42%
+8.30%
3,254.7
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
17,950
2,190.1
-17.85%
23.500
-5.14%
0.000
+20.01%
+7.44%
72,171.6
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
40,670
1,480.8
-8.75%
15.890
-1.37%
0.010
+12.67%
+19.87%
26,951.4
 
IUSG
ISHARES TRUST
11,300
1,436.0
+4.63%
15.410
+0.68%
0.010
+26.76%
+10.47%
23,915.2
 
VWO
Vanguard FTSE Emerging Markets ETF
24,260
1,098.0
+5.20%
11.780
+0.58%
0.000
+16.94%
+15.09%
86,951.2
 

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

Equitable Growth MF/ETF Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
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
-5.14%
●
120.29 ($128.89) 134.6
$137.38
6.59%
Reduce -17.85%
17,950
-3,900
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Reduce
Reduce
-1.37%
●
33.84 ($36.14) 37.77
$40.22
11.29%
Reduce -8.75%
40,670
-3,900
IUSG
ISHARES TRUST
2025-03-31
Add
Add
+0.68%
●
126.86 ($138.28) 146.45
$153.50
11.01%
Add 4.63%
11,300
500
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.58%
●
42.5 ($45.01) 46.71
$50.49
12.18%
Add 5.2%
24,260
1,200
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2025-03-31
Add
Add
+0.25%
●
107.24 ($112.99) 116.37
$117.08
3.62%
Add 0.75%
26,760
200
IUSG
ISHARES TRUST
2024-12-31
Add
Add
+5.29%
●
130.24 ($137.36) 144.97
$153.50
11.75%
Add 52.11%
10,800
3,700
IUSV
ISHARES TRUST
2024-12-31
Sold Out
Sold Out
-5.17%
●
91.94 ($96.2) 100.02
$95.64
-0.58%
Sold Out
0
-5,100
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2024-12-31
Add
Add
+2.46%
●
108.6 ($113.18) 115.42
$117.08
3.45%
Add 9.03%
26,560
2,200
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2024-12-31
Add
Add
+1.89%
●
34.13 ($35.78) 37.26
$40.22
12.41%
Add 13.79%
44,570
5,400
VWO
Vanguard FTSE Emerging Markets ETF
2024-12-31
Add
Add
+0.77%
●
44.04 ($46.45) 49.49
$50.49
8.70%
Add 7.96%
23,060
1,700

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

To

Equitable Growth MF/ETF Portfolio's Asset Allocation

To

Equitable Growth MF/ETF Portfolio Past Portfolios

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

Top Ranked Articles

  • 1

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

Equitable Growth MF/ETF Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Equitable Growth MF/ETF Portfolio's Holdings Heat Map

Size field:

Equitable Growth MF/ETF Portfolio's Holdings Bubble Chart

Equitable Growth MF/ETF Portfolio News

  • 1

Discussions on Equitable Growth MF/ETF Portfolio

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.