First Affirmative Financial Network’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

First Affirmative Financial Network’s Portfolio EFIV Stock Details EFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-4,370	Closed	-$256K	–	306
2025 Q2	$256K	Sell	4,370 -2,290	-34%	-$124K	0.13%	202
2025 Q1	$356K	Hold	6,660	–	–	0.22%	131
2024 Q4	$376K	Hold	6,660	–	–	0.22%	127
2024 Q3	$371K	Buy	6,660 +2,290	+52%	+$123K	0.2%	137
2024 Q2	$232K	Buy	+4,370	New	+$222K	0.16%	197

Other funds holding EFIV

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Financial Network Wealth Management Draper, Utah $316M AUM

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return