Financial Engines Advisors’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 | $5.08M | Sell |
86,798
-8,124
| -9% | -$476K | 0.01% | 144 |
|
|
2025
Q1 | $5.08M | Buy |
94,922
+2,627
| +3% | +$141K | 0.01% | 132 |
|
|
2024
Q4 | $5.21M | Sell |
92,295
-3,567
| -4% | -$201K | 0.01% | 134 |
|
|
2024
Q3 | $5.35M | Sell |
95,862
-4,823
| -5% | -$269K | 0.01% | 119 |
|
|
2024
Q2 | $5.35M | Buy |
100,685
+2,495
| +3% | +$132K | 0.01% | 117 |
|
|
2024
Q1 | $4.97M | Buy |
98,190
+10,682
| +12% | +$541K | 0.01% | 111 |
|
|
2023
Q4 | $4.04M | Buy |
87,508
+9,857
| +13% | +$455K | 0.01% | 111 |
|
|
2023
Q3 | $3.22M | Buy |
77,651
+5,899
| +8% | +$245K | 0.01% | 103 |
|
|
2023
Q2 | $3.09M | Buy |
71,752
+9,428
| +15% | +$406K | 0.01% | 113 |
|
|
2023
Q1 | $2.46M | Buy |
62,324
+24,581
| +65% | +$969K | 0.01% | 125 |
|
|
2022
Q4 | $1.38M | Buy |
37,743
+5,806
| +18% | +$213K | ﹤0.01% | 147 |
|
|
2022
Q3 | $1.09M | Buy |
31,937
+6,367
| +25% | +$217K | ﹤0.01% | 153 |
|
|
2022
Q2 | $926K | Buy |
25,570
+3,236
| +14% | +$117K | ﹤0.01% | 163 |
|
|
2022
Q1 | $970K | Buy |
+22,334
| New | +$970K | ﹤0.01% | 167 |
|