Coastline Trust’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Coastline Trust’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
2026 Q1	$927K	Sell	14,703 -526	-3%	-$34.8K	0.09%	132
2025 Q4	$1.01M	Sell	15,229 -1,419	-9%	-$92.3K	0.09%	128
2025 Q3	$1.06M	Sell	16,648 -188	-1%	-$11.5K	0.11%	121
2025 Q2	$986K	Sell	16,836 -769	-4%	-$41.7K	0.11%	124
2025 Q1	$942K	Buy	17,605 +2,145	+14%	+$121K	0.12%	130
2024 Q4	$873K	Buy	15,460 +3,423	+28%	+$195K	0.1%	133
2024 Q3	$671K	Buy	+12,037	New	+$649K	0.08%	148

Other funds holding EFIV

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

Financial Network Wealth Management Draper, Utah $316M AUM

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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Principal Financial Group

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

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return