Jake Auchincloss: Stock Portfolio, Performance and Latest Trades
U.S. Representative, MA-4
D Democrat
Trades disclosed10
Bought / sold0 / 10
Est. volume$325K
Typical delay4 days
Jake Auchincloss' estimated portfolio today
Annual disclosure as of Dec 31, 2025 plus later trades, valued at the latest close.
| Stock | Share of portfolio | Average buy price | Return | Current price |
|---|---|---|---|---|
SUSAiShares MSCI USA ESG Select ETF | 15.1% | $138.46 | +14.5% | $158.50 |
SPYXSPDR S&P 500 Fossil Fuel Reserves Free ETF | 13.8% | $55.81 | +14.1% | $63.70 |
ARAIXAriel Fund Instl Cl | 7.07% | $74.10 | +8.1% | $80.10 |
FBAFXAmerican Balanced Fund - Class 529-F-2 | 6.42% | $37.12 | +8.2% | $40.15 |
ESGDiShares ESG Aware MSCI EAFE ETF | 4.97% | $93.60 | +9.2% | $102.20 |
FFXFXAmerican Funds Fundamental Investors - Class 529-F-2 | 4.56% | $89.93 | +15.3% | $103.67 |
SCIEXHartford Schroders International Stock Fund | 4.18% | $21.62 | +7.0% | $23.13 |
FWMMXWashington Mutual Investors Fund - Class 529-F-2 | 3.98% | $62.07 | +7.8% | $66.92 |
FNEEXThe New Economy Fund - Class 529-F-2 | 3.43% | $73.10 | +21.0% | $88.45 |
ESMLiShares ESG Aware MSCI USA Small-Cap ETF | 3.25% | $45.65 | +14.6% | $52.32 |
USXFiShares ESG Advanced MSCI USA ETF | 3.13% | $57.22 | +21.7% | $69.62 |
DSIiShares MSCI KLD 400 Social ETF | 3.00% | $127.97 | +16.6% | $149.20 |
ESGUiShares ESG Aware MSCI USA ETF | 2.96% | $147.95 | +15.0% | $170.08 |
ESGEiShares ESG Aware MSCI EM ETF | 2.93% | $43.85 | +24.6% | $54.65 |
FIWFirst Trust Water ETF | 2.68% | $108.06 | −3.7% | $104.02 |
FCWGXCapital World Growth and Income Fund - Class 529-F-2 | 2.29% | $70.68 | +15.8% | $81.82 |
VSGXVanguard ESG International Stock ETF | 2.28% | $70.21 | +15.4% | $81.04 |
SSDLXState Street Target Retirement 2050 Fund Class K | 2.20% | $17.13 | +11.4% | $19.08 |
DMXFiShares ESG Advanced MSCI EAFE ETF | 2.19% | $74.24 | +13.7% | $84.38 |
FUEPXEuroPacific Growth Fund - Class 529-F-2 | 1.89% | $57.10 | +10.3% | $62.97 |
ESGVVanguard ESG U.S. Stock ETF | 1.23% | $120.11 | +14.9% | $138.05 |
FNFWXNew World Fund, Inc. - Class 529-F-2 | 1.00% | $93.04 | +16.2% | $108.10 |
FMMMXAMCAP Fund - Class 529-F-2 | 0.93% | $42.90 | +8.3% | $46.45 |
FBCIXCapital Income Builder - Class 529-F-2 | 0.92% | $75.42 | +7.6% | $81.16 |
FFBOXThe Bond Fund of America - Class 529-F-2 | 0.83% | $11.08 | −3.1% | $10.74 |
EMXCiShares MSCI Emerging Markets ex China ETF | 0.29% | $72.25 | +39.1% | $100.48 |
IYWiShares U.S. Technology ETF | 0.29% | $199.51 | +36.1% | $271.51 |
MTUMiShares MSCI USA Momentum Factor ETF | 0.27% | $249.31 | +29.3% | $322.42 |
IEMGiShares Core MSCI Emerging Markets ETF | 0.26% | $66.68 | +23.0% | $82.04 |
IVWiShares S&P 500 Growth ETF | 0.25% | $122.93 | +18.7% | $145.89 |
DYNFiShares U.S. Equity Factor Rotation Active ETF | 0.25% | $60.41 | +16.6% | $70.42 |
IVViShares Core S&P 500 ETF | 0.24% | $679.33 | +14.9% | $780.58 |
QUALiShares MSCI USA Quality Factor ETF | 0.24% | $197.42 | +14.4% | $225.90 |
EFViShares MSCI EAFE Value ETF | 0.24% | $69.56 | +12.2% | $78.05 |
IVEiShares S&P 500 Value ETF | 0.23% | $209.63 | +10.1% | $230.78 |
EFGiShares MSCI EAFE Growth ETF | 0.22% | $113.01 | +5.9% | $119.69 |
Jake Auchincloss' buys and sells
Mar 22, 2022 to May 18, 2026.
| Stock | Action | Amount | Traded | Disclosed |
|---|---|---|---|---|
STTSpouseState Street Corporation | Sold part | $15K–$50K | May 18, 2026 | May 22, 20264 days later |
STTSpouseState Street Corporation | Sold part | $15K–$50K | May 18, 2026 | May 22, 20264 days later |
STTState Street Corporation | Sold part | $15K–$50K | Feb 17, 2026 | Feb 19, 20262 days later |
STTSpouseState Street Corporation | Sold part | $15K–$50K | Nov 17, 2025 | Nov 18, 20251 days later |
STTSpouseState Street Corporation | Sold part | $15K–$50K | Aug 18, 2025 | Aug 27, 20259 days later |
STTSpouseState Street Corporation | Sold part | $15K–$50K | May 16, 2025 | May 22, 20256 days later |
STTSpouseState Street Corporation | Sold | $15K–$50K | Feb 18, 2025 | Feb 21, 20253 days later |
STTSpouseState Street Corporation | Sold | $15K–$50K | Nov 18, 2024 | Nov 21, 20243 days later |
STTSpouseState Street Corporation | Sold part | $15K–$50K | Aug 16, 2024 | Aug 21, 20245 days later |
Flipside Crypto, Inc.Other | Sold | $15K–$50K | Mar 22, 2022 | Apr 10, 202219 days later |
Portfolio performance: Jake Auchincloss vs. benchmarks
Copying everything that was public: the holdings in each annual financial disclosure, bought on the day it was published, and every trade on the day it was disclosed. Since May 20, 2022.
- You, copying after each disclosure – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each disclosure – estimated value | +85.0% | +15.1% |
| S&P 500 | +111.9% | +18.7% |
| Nasdaq-100 | +169.8% | +25.4% |
Jake Auchincloss' most traded stocks
Number of disclosed buys and sells per stock.
| Stock | Buys | Sells |
|---|---|---|
STTState Street Corporation | 0 | 9 |
Source: official disclosures filed with the Clerk of the House. Each date links to the original filing.