NorthRock Partners’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 | $61K | Hold |
1,042
| – | – | ﹤0.01% | 753 |
|
|
2025
Q1 | $55.7K | Hold |
1,042
| – | – | ﹤0.01% | 671 |
|
|
2024
Q4 | $58.9K | Hold |
1,042
| – | – | ﹤0.01% | 641 |
|
|
2024
Q3 | $58.1K | Hold |
1,042
| – | – | ﹤0.01% | 679 |
|
|
2024
Q2 | $55.3K | Hold |
1,042
| – | – | ﹤0.01% | 657 |
|
|
2024
Q1 | $52.8K | Sell |
1,042
-1,017
| -49% | -$51.5K | ﹤0.01% | 658 |
|
|
2023
Q4 | $95.1K | Buy |
+2,059
| New | +$95.1K | ﹤0.01% | 591 |
|