Equitable Holdings’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 | $2.14M | Buy |
36,610
+477
| +1% | +$27.9K | 0.02% | 542 |
|
|
2025
Q1 | $1.93M | Buy |
36,133
+7,626
| +27% | +$408K | 0.02% | 517 |
|
|
2024
Q4 | $1.61M | Buy |
28,507
+489
| +2% | +$27.6K | 0.02% | 536 |
|
|
2024
Q3 | $1.56M | Buy |
28,018
+1,281
| +5% | +$71.4K | 0.02% | 561 |
|
|
2024
Q2 | $1.42M | Sell |
26,737
-1,007
| -4% | -$53.5K | 0.01% | 561 |
|
|
2024
Q1 | $1.4M | Sell |
27,744
-2,153
| -7% | -$109K | 0.02% | 538 |
|
|
2023
Q4 | $1.38M | Buy |
29,897
+5,218
| +21% | +$241K | 0.02% | 506 |
|
|
2023
Q3 | $1.02M | Buy |
+24,679
| New | +$1.02M | 0.01% | 537 |
|
|
2023
Q2 | – | Sell |
-5,628
| Closed | -$222K | – | 1045 |
|
|
2023
Q1 | $222K | Buy |
+5,628
| New | +$222K | ﹤0.01% | 893 |
|