Milestone Investment Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Milestone Investment Advisors’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 Q1	$128K	Buy	2,025 +1,008	+99%	+$66.6K	0.03%	97
2025 Q4	$67.3K	Buy	1,017 +197	+24%	+$12.8K	0.02%	106
2025 Q3	$52.1K	Buy	820 +3	+0.4%	+$183	0.01%	104
2025 Q2	$47.9K	Buy	817 +2	+0.2%	+$108	0.01%	104
2025 Q1	$43.6K	Buy	815 +3	+0.4%	+$169	0.01%	105
2024 Q4	$45.9K	Buy	+812	New	+$46.3K	0.01%	106

Other funds holding EFIV

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Financial Network Wealth Management Draper, Utah $316M AUM

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.26B AUM 18.75% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

SOA Wealth Advisors New York $530M AUM 19.89% 1-Year Est. Return

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return