Gilbert Capital Group’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Gilbert Capital Group’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
2026 Q2	$1.99M	Sell	27,253 -232	-0.8%	-$16.3K	1.39%	18
2026 Q1	$1.73M	Sell	27,485 -1,761	-6%	-$116K	1.34%	17
2025 Q4	$1.93M	Sell	29,246 -1,695	-5%	-$110K	1.45%	18
2025 Q3	$1.97M	Sell	30,941 -459	-1%	-$28K	1.52%	18
2025 Q2	$1.84M	Buy	+31,400	New	+$1.7M	1.52%	17

Other funds holding EFIV

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Richard P. Slaughter Associates Austin, Texas $504M AUM 21.97% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return