McClarren Financial Advisors’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	$319K	Buy	5,447 +17	+0.3%	+$995	0.21%	59
2025 Q1	$290K	Sell	5,430 -1,328	-20%	-$70.9K	0.19%	59
2024 Q4	$381K	Buy	6,758 +1,361	+25%	+$76.7K	1.07%	15
2024 Q3	$300	Buy	5,397 +5,344	+10,083%	+$297	0.04%	64
2024 Q2	$285K	Buy	+53	New	+$285K	0.2%	59