Integrated Wealth Concepts’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.29M | Buy |
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|
2025
Q1 | $4.75M | Sell |
|
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|
2024
Q4 | $5.01M | Sell |
|
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|
2024
Q3 | $5.01M | Buy |
|
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|
2024
Q2 | $4.55M | Sell |
|
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|
2024
Q1 | $23.6M | Buy |
|
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|
2023
Q4 | $21M | Sell |
|
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|
2023
Q3 | $21.6M | Buy |
|
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|
2023
Q2 | $22M | Sell |
|
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|
2023
Q1 | $32.7M | Buy |
|
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|
2022
Q4 | $29M | Buy |
|
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|
2022
Q3 | $26.2M | Buy |
|
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|
2022
Q2 | $26.4M | Buy |
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|
2022
Q1 | $30.5M | Buy |
|