JSAM
J. Safra Asset Management’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $487K | Hold |
8,363
| – | – | 0.04% | 80 |
|
|
2025
Q1 | $447K | Hold |
8,363
| – | – | 0.04% | 69 |
|
|
2024
Q4 | $475K | Hold |
8,363
| – | – | 0.04% | 61 |
|
|
2024
Q3 | $464K | Buy |
8,363
+2,353
| +39% | +$130K | 0.04% | 42 |
|
|
2024
Q2 | $319K | Buy |
+6,010
| New | +$319K | 0.03% | 47 |
|