Milestone Investment 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	$47.9K	Buy	817 +2	+0.2%	+$117	0.01%	104
2025 Q1	$43.6K	Buy	815 +3	+0.4%	+$160	0.01%	105
2024 Q4	$45.9K	Buy	+812	New	+$45.9K	0.01%	106