Redwood Family Wealth LLC quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Redwood Family Wealth LLC opened 5 positions, added to 20, reduced 24, sold out of 4 and left 4 unchanged. The largest increase in value was VEU (+$1,638,544); the largest decrease was SPYT (-$525,854).
- IWM: Country of operation —; Class RUSSELL 2000 ETF; Shares 2026-03-31 1,420; Shares 2026-06-30 1,420.
- MLPA: Country of operation —; Class GLBL X MLP ETF; Shares 2026-03-31 5,500; Shares 2026-06-30 5,500.
- MHF: Country of operation —; Class COM; Shares 2026-03-31 25,797; Shares 2026-06-30 25,797.
- NUW: Country of operation —; Class COM; Shares 2026-03-31 12,300; Shares 2026-06-30 12,300.
Two Form 13F-HR filings compared (SEC CIK 2116118): 2026-03-31 (filed 2026-05-14) and 2026-06-30 (filed 2026-08-04). 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; share change is the position change.
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