Creative Planning’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
Q1 | – | Sell |
-4,670
| Closed | -$264K | – | 3506 |
|
|
2024
Q4 | $264K | Sell |
4,670
-3,713
| -44% | -$210K | ﹤0.01% | 2763 |
|
|
2024
Q3 | $467K | Buy |
8,383
+1
| +0% | +$56 | ﹤0.01% | 2167 |
|
|
2024
Q2 | $445K | Sell |
8,382
-4,082
| -33% | -$217K | ﹤0.01% | 2021 |
|
|
2024
Q1 | $631K | Sell |
12,464
-16,020
| -56% | -$811K | ﹤0.01% | 1682 |
|
|
2023
Q4 | $1.32M | Sell |
28,484
-3,912
| -12% | -$181K | ﹤0.01% | 1096 |
|
|
2023
Q3 | $1.34M | Buy |
+32,396
| New | +$1.34M | ﹤0.01% | 1022 |
|