Envestnet Asset Management’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 | $482K | Sell |
8,235
-1,483
| -15% | -$86.8K | ﹤0.01% | 3714 |
|
|
2025
Q1 | $520K | Sell |
9,718
-1,028
| -10% | -$55K | ﹤0.01% | 3598 |
|
|
2024
Q4 | $607K | Buy |
10,746
+799
| +8% | +$45.1K | ﹤0.01% | 3474 |
|
|
2024
Q3 | $555K | Buy |
9,947
+360
| +4% | +$20.1K | ﹤0.01% | 3491 |
|
|
2024
Q2 | $509K | Buy |
9,587
+52
| +0.5% | +$2.76K | ﹤0.01% | 3450 |
|
|
2024
Q1 | $483K | Buy |
9,535
+14
| +0.1% | +$709 | ﹤0.01% | 3451 |
|
|
2023
Q4 | $440K | Sell |
9,521
-6,126
| -39% | -$283K | ﹤0.01% | 3397 |
|
|
2023
Q3 | $649K | Sell |
15,647
-665
| -4% | -$27.6K | ﹤0.01% | 3102 |
|
|
2023
Q2 | $702K | Buy |
16,312
+251
| +2% | +$10.8K | ﹤0.01% | 3015 |
|
|
2023
Q1 | $633K | Buy |
16,061
+536
| +3% | +$21.1K | ﹤0.01% | 2992 |
|
|
2022
Q4 | $569K | Sell |
15,525
-3,128
| -17% | -$115K | ﹤0.01% | 3027 |
|
|
2022
Q3 | $635K | Buy |
18,653
+4,294
| +30% | +$146K | ﹤0.01% | 2869 |
|
|
2022
Q2 | $520K | Buy |
14,359
+301
| +2% | +$10.9K | ﹤0.01% | 3031 |
|
|
2022
Q1 | $610K | Buy |
14,058
+7,369
| +110% | +$320K | ﹤0.01% | 3005 |
|
|
2021
Q4 | $303K | Buy |
+6,689
| New | +$303K | ﹤0.01% | 3406 |
|