Ellenbecker Investment Group’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
Q2
$241K Buy
4,115
+149
+4% +$8.73K 0.04% 106
2025
Q1
$212K Buy
+3,966
New +$212K 0.04% 109