Commonwealth Equity Services
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Commonwealth Equity Services’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

Commonwealth Equity Services’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
2025
Q3 		$752K Buy
2025
Q2 		$572K Buy
2025
Q1 		$420K Sell
2024
Q4 		$448K Buy
2024
Q3 		$435K Buy
2024
Q2 		$383K Sell
2024
Q1 		$395K Buy
2023
Q4 		$266K Buy
2023
Q3 		$203K Buy
2023
Q2 		$206K Buy