Advisornet Financial’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$36.7K Buy
626
+1
+0.2% +$59 ﹤0.01% 1082
2025
Q1
$33.4K Buy
625
+2
+0.3% +$107 ﹤0.01% 1032
2024
Q4
$35.2K Buy
623
+2
+0.3% +$113 ﹤0.01% 972
2024
Q3
$34.6K Buy
621
+2
+0.3% +$111 ﹤0.01% 1018
2024
Q2
$32.9K Buy
619
+2
+0.3% +$106 ﹤0.01% 944
2024
Q1
$31.2K Buy
617
+2
+0.3% +$101 ﹤0.01% 954
2023
Q4
$28.4K Buy
+615
New +$28.4K ﹤0.01% 982