Birchbrook’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
$1.48M Buy
25,258
+5,556
+28% +$325K 0.79% 29
2025
Q1
$1.05M Buy
+19,702
New +$1.05M 0.59% 35