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

Brown Financial Advisors’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
Q3 		– Sell
-2,912
Closed -$155K – 154
2024
Q2 		$155K Buy
+2,912
New +$155K 0.07% 140