BFWM
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Bright Futures Wealth Management’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

Bright Futures Wealth Management’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,558
Closed -$200K – 158
2024
Q3 		$200K Buy
+3,558
New +$200K 0.1% 214