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Jeffrey S Arnold

Impactfolio, Llc

Assets Managed
$235.305M
Holdings
35
Last Quarter
2026 - Q1
Filed Date
21d ago
Growth Rate
-1.18%(2Q avg: 0.77%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Impactfolio, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 35 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 2026 - Q1, they manage 235.305M in assets, with a quarterly growth rate of -1.18% and a 2-quarter average growth rate of 0.77%. The portfolio is managed by Jeffrey S Arnold, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ESGV
Vanguard Esg Us Stock Etf
Recent Activity
Decreased -2.14%
23.85%
$56.105M
499,729 shares@ $112.28 avg price
ESGD
Ishares Trust Ishares Esg Aw
Recent Activity
Increased 5.2%
17.08%
$40.172M
420,121 shares@ $95.62 avg price
ESGU
Ishares Esg Aware Msci Usa
Recent Activity
Decreased -9.59%
15.72%
$36.975M
261,453 shares@ $141.42 avg price
EUSB
Ishares Esg Adv Tot Usd Bond
Recent Activity
Increased 3.08%
11.48%
$27M
620,700 shares@ $43.5 avg price
ESGE
Ishares Inc Ishares Esg Awar
Recent Activity
Increased 8.3%
9.39%
$22.082M
485,629 shares@ $45.47 avg price
SUSC
Ishares Esg Aware Usd Corpor
Recent Activity
Increased 5.35%
5.94%
$13.961M
603,397 shares@ $23.14 avg price
MUB
Ishares National Muni Bond E
Recent Activity
Decreased -16.22%
3.05%
$7.155M
67,402 shares@ $106.16 avg price
CGMU
Cap Group Municipal Income
Recent Activity
New Position
2.45%
$5.745M
211,614 shares@ $27.15 avg price
AAPL
Apple Inc
Recent Activity
Decreased -0.15%
2.11%
$4.95M
19,506 shares@ $253.79 avg price
SUSB
Ishares Esg Aware 1-5 Year U
Recent Activity
Increased 6.23%
1.89%
$4.429M
176,696 shares@ $25.07 avg price

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