EM

Equitable Moderate Growth MF/ETF Portfolio

Mutual Fund
Equitable Moderate Growth MF/ETF Portfolio
Last update 2025-02-27 6 Stocks (0 new)
Value $9.00 Mil Turnover 10 %
Countries:
Top Holdings: ITOT(26.63%)ACWV(21.58%)SPDW(16.69%)IUSG(14.89%)USHY(12.51%)
Summary Stock Picks Current Portfolio
Equitable Moderate Growth MF/E... Top Holdings of 2024-12-31 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
18,390
2,365.3
-1.61%
26.630
-0.44%
0.000
+4.60%
+2.26%
68,539.7
 
ACWV 		iShares MSCI Global Min Vol Factor ETF
17,560
1,917.5
+6.68%
21.580
+1.35%
0.050
+2.04%
+8.29%
3,381.8
 
SPDW 		SPDR Portfolio Developed World ex-US ETF
43,430
1,482.3
+14.50%
16.690
+2.11%
0.010
+7.68%
+18.31%
27,026.3
 
IUSG 		ISHARES TRUST
9,490
1,322.4
+53.31%
14.890
+5.18%
0.010
+9.38%
+3.88%
22,385.0
 
USHY 		iShares Broad USD High Yield Corporate Bond ETF
30,210
1,111.4
+9.81%
12.510
+1.12%
0.010
+1.23%
+3.22%
22,676.0
 
VWO 		Vanguard FTSE Emerging Markets ETF
15,550
684.8
+7.61%
7.710
+0.55%
0.000
+5.83%
+10.44%
84,786.5
 
IUSV 		ISHARES TRUST
0
0
Sold Out
0.000
-4.87%
0.000
-0.75%
+0.82%
20,311.1
 

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
IUSG 		ISHARES TRUST2024-12-31Add
+5.18%
●
130.24 ($137.36) 144.97
$144.56
5.24%
Add 53.31%
9,490
3,300
IUSV 		ISHARES TRUST2024-12-31Sold Out
-4.87%
●
91.94 ($96.2) 100.02
$92.97
-3.35%
Sold Out
0
-4,400
SPDW 		SPDR Portfolio Developed World ex-US ETF2024-12-31Add
+2.11%
●
34.13 ($35.78) 37.26
$40.38
12.86%
Add 14.5%
43,430
5,500
ACWV 		iShares MSCI Global Min Vol Factor ETF2024-12-31Add
+1.35%
●
108.6 ($113.18) 115.42
$118.25
4.48%
Add 6.68%
17,560
1,100
USHY 		iShares Broad USD High Yield Corporate Bond ETF2024-12-31Add
+1.12%
●
36.54 ($37.19) 37.53
$36.91
-0.74%
Add 9.81%
30,210
2,700
VWO 		Vanguard FTSE Emerging Markets ETF2024-12-31Add
+0.55%
●
44.04 ($46.45) 49.49
$48.59
4.61%
Add 7.61%
15,550
1,100
ITOT 		iShares Core S&P Total U.S. Stock Market ETF2024-12-31Reduce
-0.44%
●
124.26 ($129.56) 134.32
$131.15
1.23%
Reduce -1.61%
18,390
-300
IUSV 		ISHARES TRUST2024-09-30New Buy
+4.87%
●
87.56 ($91.94) 95.49
$92.97
1.13%
New holding
4,400
4,400
IUSG 		ISHARES TRUST2024-09-30Reduce
-3.59%
●
116.79 ($127.17) 133.54
$144.56
13.67%
Reduce -25.33%
6,190
-2,100
ACWV 		iShares MSCI Global Min Vol Factor ETF2024-09-30Add
+2.66%
●
104.5 ($110.03) 114.97
$118.25
7.47%
Add 13.83%
16,460
2,000

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

  • 1

Equitable Moderate Growth MF/ETF Portfolio's Hypothetical Growth since 2024-12-31

Equitable Moderate Growth MF/ETF Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

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

Size field:

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

Equitable Moderate Growth MF/ETF Portfolio News

  • 1

Discussions on Equitable Moderate 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 Site Map 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.