D.J. St. Germain’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

D.J. St. Germain’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	$477K	Hold	7,555	–	–	0.02%	221
2025 Q4	$500K	Hold	7,555	–	–	0.02%	218
2025 Q3	$480K	Hold	7,555	–	–	0.02%	218
2025 Q2	$442K	Hold	7,555	–	–	0.02%	223
2025 Q1	$404K	Hold	7,555	–	–	0.02%	208
2024 Q4	$427K	Hold	7,555	–	–	0.02%	225
2024 Q3	$421K	Hold	7,555	–	–	0.02%	218
2024 Q2	$401K	Hold	7,555	–	–	0.02%	216
2024 Q1	$383K	Hold	7,555	–	–	0.02%	223
2023 Q4	$349K	Hold	7,555	–	–	0.02%	224
2023 Q3	$313K	Hold	7,555	–	–	0.02%	219
2023 Q2	$325K	Buy	+7,555	New	+$307K	0.02%	217
2022 Q4	$119K	Buy	+14,041	New	+$518K	0.04%	114

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