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Jeffrey S Arnold

@Impactfolio, Llc

Latest period2024 - Q4ReportedManaged Assets$192.7MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ESGVVanguard World Fd
Recent Activity
Decreased -0.4%
24.8%
$47.786M
455,587 shares@ $104.89 avg price
ESGUIshares Tr
Recent Activity
Decreased -0.9%
18.36%
$35.38M
274,643 shares@ $128.83 avg price
ESGDIshares Tr
Recent Activity
Increased 4.84%
16.08%
$30.969M
406,743 shares@ $76.14 avg price
EUSBIshares Tr
Recent Activity
Increased 5.32%
9.49%
$18.279M
430,297 shares@ $42.49 avg price
ESGEIshares Inc
Recent Activity
Increased 0.91%
5.39%
$10.386M
311,038 shares@ $33.39 avg price
SUSCIshares Tr
Recent Activity
Increased 5.52%
4.83%
$9.29M
408,888 shares@ $22.72 avg price
MUBIshares Tr
Recent Activity
Increased 14.83%
3.31%
$6.373M
59,808 shares@ $106.56 avg price
AAPLApple Inc
Recent Activity
Decreased -0.07%
2.72%
$5.24M
20,924 shares@ $250.43 avg price
SUSBIshares Tr
Recent Activity
Increased 4.04%
1.48%
$2.835M
114,793 shares@ $24.7 avg price
NULGNushares Etf Tr
Recent Activity
Decreased -3.73%
1.32%
$2.539M
29,578 shares@ $85.85 avg price