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