Envestnet Asset Management’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $482K | Sell |
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|
2025
Q1 | $520K | Sell |
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|
2024
Q4 | $607K | Buy |
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|
2024
Q3 | $555K | Buy |
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|
2024
Q2 | $509K | Buy |
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|
2024
Q1 | $483K | Buy |
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|
2023
Q4 | $440K | Sell |
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|
2023
Q3 | $649K | Sell |
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|
2023
Q2 | $702K | Buy |
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|
2023
Q1 | $633K | Buy |
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|
2022
Q4 | $569K | Sell |
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|
2022
Q3 | $635K | Buy |
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|
2022
Q2 | $520K | Buy |
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|
2022
Q1 | $610K | Buy |
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|
2021
Q4 | $303K | Buy |
|