Advertisement
Screener

Greenfield Savings Bank Historic Quarter Change: USA ETF, New

Greenfield Savings Bank historic quarter change: USA ETF, New

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Greenfield Savings Bank opened 12 positions, added to 85, reduced 57 and sold out of 12.

  • Q2 2026: Stock ESGU; Country of operation —; Class ESG AWR MSCI USA; Shares before 0.
  • Q2 2026: Stock VEA; Country of operation —; Class VAN FTSE DEV MKT; Shares before 0.
  • Q3 2025: Stock ARKK; Country of operation —; Class INNOVATION ETF; Shares before 0.
  • Q3 2025: Stock DNP; Country of operation —; Class COM; Shares before 0.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1940406), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-07); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-04-16); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-06); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-07); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-10); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-10); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-10). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2022-06-30.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026ESGU
ISHARES TR
ESG AWR MSCI USA01,400+1,400$0$229,138+$229,1382026-07-07
Q2 2026VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT02,932+2,932$0$208,905+$208,9052026-07-07
Q3 2025ARKK
ARK ETF TR
INNOVATION ETF02,330+2,330$0$201,079+$201,0792025-10-06
Q3 2025DNP
DNP SELECT INCOME FD INC
COM012,700+12,700$0$127,127+$127,1272025-10-06
Q2 2025FTCS
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF02,219+2,219$0$201,685+$201,6852025-07-07
Q4 2024IBTH
ISHARES TR
IBONDS 27 TRM TS012,848+12,848$0$285,183+$285,1832025-01-13
Q3 2024VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT04,027+4,027$0$212,666+$212,6662024-10-07
Q3 2024SDY
SPDR SER TR
S&P DIVID ETF01,485+1,485$0$210,929+$210,9292024-10-07
Q3 2024FTCS
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF02,219+2,219$0$201,485+$201,4852024-10-07
Q2 2024IBDS
ISHARES TR
IBONDS 27 ETF08,686+8,686$0$206,119+$206,1192024-07-10
Q1 2024IBTJ
ISHARES TR
IBONDS 29 TRM TS09,917+9,917$0$213,216+$213,2162024-04-10
Q1 2024VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT04,027+4,027$0$202,035+$202,0352024-04-10

Similar Firms

Firm NameCountry13F ValueHoldings
Matisse CapitalUnited States$0.234B190
Midwest Financial Group LLCUnited States$0.234B126
Bernard Wealth Management Corp.United States$0.234B360
Clarus Wealth AdvisorsUnited States$0.235B88
Rubicon Global Capital LtdUnited Kingdom$0.235B10
Compass Wealth Management, LLC/GAUnited States$0.234B72
Elemental Capital Partners LLCUnited States$0.235B12
Elevation Capital Advisory, LLCUnited States$0.235B65
Heritage Wealth Management, Inc./TexasUnited States$0.234B41
Saranac Partners LtdUnited Kingdom$0.234B103