Morgan Stanley’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$200K	Hold	3,178	–	–	﹤0.01%	5870
2025 Q4	$210K	Sell	3,178 -23,000	-88%	-$1.5M	﹤0.01%	5913
2025 Q3	$1.66M	Buy	26,178 +21,895	+511%	+$1.34M	﹤0.01%	4893
2025 Q2	$251K	Buy	4,283 +1,106	+35%	+$59.9K	﹤0.01%	5763
2025 Q1	$170K	Hold	3,177	–	–	﹤0.01%	5806
2024 Q4	$179K	Hold	3,177	–	–	﹤0.01%	5832
2024 Q3	$177K	Buy	3,177 +214	+7%	+$11.5K	﹤0.01%	5795
2024 Q2	$157K	Hold	2,963	–	–	﹤0.01%	5775
2024 Q1	$150K	Sell	2,963 -2,961	-50%	-$143K	﹤0.01%	5835
2023 Q4	$274K	Buy	5,924 +2,962	+100%	+$128K	﹤0.01%	5827
2023 Q3	$123K	Buy	2,962 +2,008	+210%	+$86.8K	﹤0.01%	5788
2023 Q2	$41.1K	Buy	954 +103	+12%	+$4.19K	﹤0.01%	6291
2023 Q1	$33.6K	Sell	851 -356	-29%	-$13.6K	﹤0.01%	6430
2022 Q4	$44.2K	Hold	1,207	–	–	﹤0.01%	6349
2022 Q3	$41K	Buy	+1,207	New	+$45.9K	﹤0.01%	6489