Jeffrey S Arnold

@Impactfolio, Llc

Latest period2024 - Q4

Reported29d ago

Managed Assets$192.7M

Total holdings49

Assets growth rate-0.53%

Assets growth rate (2-Q avg)4%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Impactfolio, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 49 positions.

Assets under management

The assets under management (AUM) of Impactfolio, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 192.7M in assets, with a quarterly growth rate of -0.53% and a 2-quarter average growth rate of 4%. The portfolio is managed by Jeffrey S Arnold, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
ESGV Vanguard World Fd Recent Activity Decreased -0.4%	24.8%	$47.786M 455,587 shares@ $104.89 avg price	Decreased -0.4%
ESGU Ishares Tr Recent Activity Decreased -0.9%	18.36%	$35.38M 274,643 shares@ $128.83 avg price	Decreased -0.9%
ESGD Ishares Tr Recent Activity Increased 4.84%	16.08%	$30.969M 406,743 shares@ $76.14 avg price	Increased 4.84%
EUSB Ishares Tr Recent Activity Increased 5.32%	9.49%	$18.279M 430,297 shares@ $42.49 avg price	Increased 5.32%
ESGE Ishares Inc Recent Activity Increased 0.91%	5.39%	$10.386M 311,038 shares@ $33.39 avg price	Increased 0.91%
SUSC Ishares Tr Recent Activity Increased 5.52%	4.83%	$9.29M 408,888 shares@ $22.72 avg price	Increased 5.52%
MUB Ishares Tr Recent Activity Increased 14.83%	3.31%	$6.373M 59,808 shares@ $106.56 avg price	Increased 14.83%
AAPL Apple Inc Recent Activity Decreased -0.07%	2.72%	$5.24M 20,924 shares@ $250.43 avg price	Decreased -0.07%
SUSB Ishares Tr Recent Activity Increased 4.04%	1.48%	$2.835M 114,793 shares@ $24.7 avg price	Increased 4.04%
NULG Nushares Etf Tr Recent Activity Decreased -3.73%	1.32%	$2.539M 29,578 shares@ $85.85 avg price	Decreased -3.73%

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