Focus Financial Network’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 | – | Sell |
-21,988
| Closed | -$1.18M | – | 710 |
|
|
2025
Q1 | $1.18M | Buy |
21,988
+2,285
| +12% | +$122K | 0.05% | 264 |
|
|
2024
Q4 | $1.11M | Sell |
19,703
-651
| -3% | -$36.8K | 0.04% | 266 |
|
|
2024
Q3 | $1.13M | Buy |
20,354
+30
| +0.1% | +$1.67K | 0.05% | 261 |
|
|
2024
Q2 | $1.11M | Sell |
20,324
-958
| -5% | -$52.4K | 0.05% | 257 |
|
|
2024
Q1 | $1.03M | Buy |
21,282
+811
| +4% | +$39.2K | 0.05% | 249 |
|
|
2023
Q4 | $946K | Buy |
20,471
+6,092
| +42% | +$281K | 0.04% | 332 |
|
|
2023
Q3 | $597K | Buy |
14,379
+59
| +0.4% | +$2.45K | 0.03% | 325 |
|
|
2023
Q2 | $616K | Buy |
14,320
+355
| +3% | +$15.3K | 0.03% | 320 |
|
|
2023
Q1 | $551K | Buy |
+13,965
| New | +$551K | 0.03% | 337 |
|