Fund Holdings — SUN LIFE FINANCIAL INC

Total Portfolio Value
$1.96M
Total Bought
$154.3K
Total Sold
$110.2K
Net Transaction
+$44.0K
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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XTRACKERS S&P 500 SCORED & SCREENED ETF2,231,8003,411,966+1,180,16612320510.44%+81
SPDR S&P 500 ETF TRUST(SPY)632,149634,059+1,91039142221.54%+32
ISHARES CORE S&P 500 ETF464,479464,479028831115.85%+22
VANGUARD S&P 500 ETF493,833488,928-4,90528129915.27%+19
ISHARES ESG SCREENED S&P 500 ETF256,050823,040+566,99026422.16%+17
ISHARES MSCI THAILAND ETF0216,529+216,5290130.65%+13
ISHARES MSCI SINGAPORE ETF
MSCI SINGPOR ETF
1,209,6001,462,159+252,55931412.11%+10
ISHARES MSCI SOUTH KOREA ETF1,660,7731,562,744-98,0291191256.38%+6
ISHARES MSCI TAIWAN ETF
MSCI TAIWAN ETF
1,892,9501,801,529-91,4211091155.84%+6
INVESCO QQQ TRUST SERIES 1160,740156,640-4,10089944.80%+5
PROLOGIS INC(PLD)224,643224,643024261.31%+2
SIMON PROPERTY GROUP INC(SPG)59,14559,145010110.57%+2
EQUINIX INC(EQIX)11,25613,401+2,1459100.54%+2
XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF198,300198,3000570.33%+1
REXFORD INDUSTRIAL REALTY INC(REXR)172,391172,3910670.36%+1
BOSTON PROPERTIES INC(BXP)120,239120,2390890.46%+1
FIRST INDUSTRIAL REALTY TRUST INC(FR)160,142160,1420880.42%+1
CRESCENT CAPITAL BDC INC(CCAP)2,226,3082,226,308031321.62%0
ISHARES MSCI JAPAN UCITS ETF
MSCI JAPAN ETF
60,28258,972-1,310550.24%0
ISHARES MSCI MEXICO CAPPED ETF18,82518,8250110.07%0
AVALONBAY COMMUNITIES INC152,427161,087+8,66031311.59%0
AAM SLC LOW DURATION INCOME ETF
AAM SLC LOW DUR
2,000,0002,000,000050502.57%0
ISHARES MSCI UNITED KINGDOM INDEX FUND
MSCI UK ETF NEW
52,31551,240-1,075220.11%0
ISHARES MSCI FRANCE ETF59,92058,910-1,010330.13%0
BEASLEY BROADCAST GROUP INC1,5241,5240000.00%0
ISHARES MSCI GERMANY ETF13,09513,0950110.03%-0
DIGITAL REALTY TRUST INC(DLR)213,509213,509037371.88%-0
GRAFTECH INTERNATIONAL LTD(EAF)841,5280-841,52800—-0
ISHARES MSCI EAFE INDEX FUND55,76247,262-8,500540.23%-1
CAMDEN PROPERTY TRUST(CPT)159,528159,528018170.87%-1
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
316,000314,300-1,70018160.83%-1
ISHARES MSCI PHILIPPINES ETF
MSCI PHILIPS ETF
279,000168,832-110,168840.21%-3
ISHARES 20 YEAR TREASURY BOND ETF57,7009,150-48,550510.04%-4
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
ST STR BLO 1 ETF
80,7250-80,72570—-7
VANGUARD INTERMEDIATE-TERM TREASURY ETF
INTER TERM TREAS
175,70027,650-148,0501120.08%-9
ISHARES MSCI INDONESIA ETF
MSCI INDONIA ETF
707,000196,331-510,6691230.18%-9
VANGUARD SHORT-TERM TREASURY ETF
SHORT TERM TREAS
312,22543,500-268,7251830.13%-16
ISHARES 0-3 MONTH TREASURY BOND ETF256,05028,500-227,5502630.15%-23
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SUN LIFE FINANCIAL INC — 13F Holdings — Q3 2025 | TickerTrail