BerganKDV Wealth Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

BerganKDV Wealth Management’s Portfolio EFIV Stock Details EFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$1.43M	Buy	33,174 +13,572	+69%	+$552K	0.14%	113
2023 Q1	$773K	Buy	19,602 +31	+0.2%	+$1.19K	0.08%	144
2022 Q4	$717K	Buy	19,571 +1,584	+9%	+$58.4K	0.08%	145
2022 Q3	$612K	Buy	17,987 +29	+0.2%	+$1.1K	0.07%	151
2022 Q2	$651K	Buy	17,958 +51	+0.3%	+$2K	0.07%	153
2022 Q1	$778K	Buy	17,907 +583	+3%	+$24.9K	0.08%	141
2021 Q4	$785K	Buy	17,324 +3,335	+24%	+$146K	0.08%	148
2021 Q3	$564K	Buy	13,989 +6,237	+80%	+$258K	0.06%	168
2021 Q2	$311K	Buy	7,752 +930	+14%	+$36.3K	0.04%	215
2021 Q1	$252K	Buy	6,822 +6,075	+813%	+$218K	0.03%	218
2020 Q4	$26K	Hold	747	–	–	﹤0.01%	430
2020 Q3	$24K	Buy	+747	New	+$23.6K	﹤0.01%	403

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

BerganKDV Wealth Management's EFIV Position: Q2 2023 in Review

BerganKDV Wealth Management increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 69% in Q2 2023, buying an estimated $552K and bringing the position to 33,174 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #113.

BerganKDV Wealth Management first reported a position in EFIV in Q3 2020 and has held it in 12 quarters since. 75 funds tracked by Wall St. Rank hold EFIV as of Q2 2023.

BerganKDV Wealth Management held 33,174 shares of State Street SPDR S&P 500 ESG ETF worth $1.43M as of Q2 2023.
BerganKDV Wealth Management bought 13,572 State Street SPDR S&P 500 ESG ETF shares in Q2 2023, an estimated $552K.
State Street SPDR S&P 500 ESG ETF made up 0.14% of BerganKDV Wealth Management's portfolio in Q2 2023, its #113 holding.
BerganKDV Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2020 and has held it in 12 quarters since.
75 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.