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International Assets Investment Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

International Assets Investment Management’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
2024
Q3 		– Sell
-361
Closed -$19.2K – 1928
2024
Q2 		$19.2K Buy
+361
New +$18.4K ﹤0.01% 1491

Other funds holding EFIV

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
FNWM
Financial Network Wealth Management Draper, Utah $316M AUM
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

International Assets Investment Management's EFIV Position: Q3 2024 in Review

International Assets Investment Management sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q3 2024, closing a stake of 361 shares — an estimated $19.2K sold.

International Assets Investment Management first reported a position in EFIV in Q2 2024 and held it in 1 quarter. The position peaked at $19.2K in Q2 2024. 107 funds tracked by Wall St. Rank hold EFIV as of Q3 2024.

  • International Assets Investment Management reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q3 2024 after selling out during the quarter.
  • International Assets Investment Management sold 361 State Street SPDR S&P 500 ESG ETF shares in Q3 2024, an estimated $19.2K.
  • International Assets Investment Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q2 2024 and held it in 1 quarter.
  • International Assets Investment Management's State Street SPDR S&P 500 ESG ETF position peaked at $19.2K in Q2 2024.
  • 107 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q3 2024.

Based on International Assets Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.