Morgan Stanley’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 | $251K | Buy |
4,283
+1,106
| +35% | +$64.8K | ﹤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% | +$11.9K | ﹤0.01% | 5795 |
|
2024
Q2 | $157K | Hold |
2,963
| – | – | ﹤0.01% | 5775 |
|
2024
Q1 | $150K | Sell |
2,963
-2,961
| -50% | -$150K | ﹤0.01% | 5835 |
|
2023
Q4 | $274K | Buy |
5,924
+2,962
| +100% | +$137K | ﹤0.01% | 5827 |
|
2023
Q3 | $123K | Buy |
2,962
+2,008
| +210% | +$83.3K | ﹤0.01% | 5788 |
|
2023
Q2 | $41.1K | Buy |
954
+103
| +12% | +$4.43K | ﹤0.01% | 6291 |
|
2023
Q1 | $33.6K | Sell |
851
-356
| -29% | -$14K | ﹤0.01% | 6430 |
|
2022
Q4 | $44.2K | Hold |
1,207
| – | – | ﹤0.01% | 6349 |
|
2022
Q3 | $41K | Buy |
+1,207
| New | +$41K | ﹤0.01% | 6489 |
|