EM

Equitable Moderate Growth MF/ETF Portfolio

Mutual Fund
Equitable Moderate Growth MF/ETF Portfolio
Last update 2025-06-23 6 Stocks (0 new)
Value $8.00 Mil Turnover 1 %
Countries:
Top Holdings: ACWV(24.83%)ITOT(21.97%)SPDW(16.63%)IUSG(14.49%)USHY(13.36%)
Summary Stock Picks Current Portfolio
Equitable Moderate Growth MF/E... 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
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
17,760
2,066.7
+1.14%
24.830
+0.28%
0.060
+3.44%
+7.99%
3,245.5
 
ITOT
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
14,990
1,828.9
-18.49%
21.970
-4.92%
0.000
+19.21%
+6.54%
71,567.4
 
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
38,030
1,384.7
-12.43%
16.630
-2.08%
0.010
+13.15%
+19.08%
26,773.8
 
IUSG
ISHARES TRUST
9,490
1,206.0
0%
14.490
0%
0.010
+25.35%
+9.26%
23,653.5
 
USHY
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
30,210
1,112.0
0%
13.360
0%
0.000
+4.98%
+4.55%
24,265.7
 
VWO
Vanguard FTSE Emerging Markets ETF
16,050
726.4
+3.22%
8.730
+0.27%
0.000
+16.51%
+13.77%
85,952.2
 

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

Equitable Moderate 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
-4.92%
●
120.29 ($128.89) 134.6
$136.23
5.69%
Reduce -18.49%
14,990
-3,400
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2025-03-31
Reduce
Reduce
-2.08%
●
33.84 ($36.14) 37.77
$39.95
10.56%
Reduce -12.43%
38,030
-5,400
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2025-03-31
Add
Add
+0.28%
●
107.24 ($112.99) 116.37
$116.75
3.33%
Add 1.14%
17,760
200
VWO
Vanguard FTSE Emerging Markets ETF
2025-03-31
Add
Add
+0.27%
●
42.5 ($45.01) 46.71
$49.91
10.89%
Add 3.22%
16,050
500
IUSG
ISHARES TRUST
2024-12-31
Add
Add
+5.18%
●
130.24 ($137.36) 144.97
$151.82
10.53%
Add 53.31%
9,490
3,300
IUSV
ISHARES TRUST
2024-12-31
Sold Out
Sold Out
-4.87%
●
91.94 ($96.2) 100.02
$95.13
-1.11%
Sold Out
0
-4,400
SPDW
SPDR Portfolio Developed World ex-US ETF
SPDR Portfolio Developed World ex-US ETF
2024-12-31
Add
Add
+2.11%
●
34.13 ($35.78) 37.26
$39.95
11.67%
Add 14.5%
43,430
5,500
ACWV
iShares MSCI Global Min Vol Factor ETF
iShares MSCI Global Min Vol Factor ETF
2024-12-31
Add
Add
+1.35%
●
108.6 ($113.18) 115.42
$116.75
3.15%
Add 6.68%
17,560
1,100
USHY
iShares Broad USD High Yield Corporate Bond ETF
iShares Broad USD High Yield Corporate Bond ETF
2024-12-31
Add
Add
+1.12%
●
36.54 ($37.19) 37.53
$37.19
-0.01%
Add 9.81%
30,210
2,700
VWO
Vanguard FTSE Emerging Markets ETF
2024-12-31
Add
Add
+0.55%
●
44.04 ($46.45) 49.49
$49.91
7.45%
Add 7.61%
15,550
1,100

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

To

Equitable Moderate Growth MF/ETF Portfolio's Asset Allocation

To

Equitable Moderate Growth MF/ETF Portfolio Past Portfolios

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

Top Ranked Articles

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

Equitable Moderate Growth MF/ETF Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

Equitable Moderate Growth MF/ETF Portfolio's Holdings Heat Map

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Equitable Moderate Growth MF/ETF Portfolio's Holdings Bubble Chart

Equitable Moderate Growth MF/ETF Portfolio News

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