Allworth 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 | $190K | Buy |
3,241
+10
| +0.3% | +$586 | ﹤0.01% | 1199 |
|
|
2025
Q1 | $168K | Buy |
3,231
+9
| +0.3% | +$467 | ﹤0.01% | 1003 |
|
|
2024
Q4 | $187K | Buy |
3,222
+11
| +0.3% | +$639 | ﹤0.01% | 970 |
|
|
2024
Q3 | $179K | Buy |
3,211
+10
| +0.3% | +$558 | ﹤0.01% | 851 |
|
|
2024
Q2 | $172K | Buy |
3,201
+10
| +0.3% | +$538 | ﹤0.01% | 868 |
|
|
2024
Q1 | $162K | Buy |
3,191
+10
| +0.3% | +$506 | ﹤0.01% | 852 |
|
|
2023
Q4 | $147K | Buy |
3,181
+11
| +0.3% | +$508 | ﹤0.01% | 813 |
|
|
2023
Q3 | $132K | Buy |
3,170
+376
| +13% | +$15.6K | ﹤0.01% | 787 |
|
|
2023
Q2 | $120K | Buy |
2,794
+11
| +0.4% | +$473 | ﹤0.01% | 831 |
|
|
2023
Q1 | $110K | Buy |
+2,783
| New | +$110K | ﹤0.01% | 823 |
|