Financial Network Wealth 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 Q1	$13.1M	Buy	244,837 +28,307	+13%	+$1.51M	4.62%	6
2024 Q4	$12.2M	Buy	216,530 +23,455	+12%	+$1.32M	4.37%	8
2024 Q3	$10.8M	Buy	193,075 +15,891	+9%	+$886K	3.86%	9
2024 Q2	$9.41M	Buy	177,184 +11,369	+7%	+$604K	3.58%	9
2024 Q1	$8.32M	Buy	+165,815	New	+$8.32M	3.94%	9