Northwestern Mutual Wealth Management’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 | $3.27M | Buy |
55,930
+35,657
| +176% | +$2.09M | ﹤0.01% | 804 |
|
|
2025
Q1 | $1.08M | Sell |
20,273
-19,268
| -49% | -$1.03M | ﹤0.01% | 1087 |
|
|
2024
Q4 | $2.23M | Buy |
39,541
+21,203
| +116% | +$1.2M | ﹤0.01% | 835 |
|
|
2024
Q3 | $1.02M | Sell |
18,338
-994
| -5% | -$55.4K | ﹤0.01% | 1058 |
|
|
2024
Q2 | $1.03M | Buy |
19,332
+944
| +5% | +$50.1K | ﹤0.01% | 1010 |
|
|
2024
Q1 | $931K | Buy |
18,388
+373
| +2% | +$18.9K | ﹤0.01% | 1029 |
|
|
2023
Q4 | $832K | Buy |
18,015
+10,774
| +149% | +$498K | ﹤0.01% | 1037 |
|
|
2023
Q3 | $300K | Buy |
7,241
+679
| +10% | +$28.2K | ﹤0.01% | 1321 |
|
|
2023
Q2 | $282K | Buy |
6,562
+1,730
| +36% | +$74.5K | ﹤0.01% | 1353 |
|
|
2023
Q1 | $191K | Buy |
4,832
+125
| +3% | +$4.93K | ﹤0.01% | 1457 |
|
|
2022
Q4 | $173K | Buy |
4,707
+770
| +20% | +$28.2K | ﹤0.01% | 1465 |
|
|
2022
Q3 | $134K | Buy |
+3,937
| New | +$134K | ﹤0.01% | 1541 |
|
|
2022
Q2 | – | Sell |
-246
| Closed | -$11K | – | 3249 |
|
|
2022
Q1 | $11K | Buy |
+246
| New | +$11K | ﹤0.01% | 2503 |
|