Principal Financial Group’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	$11.7M	Buy	186,007 +32,030	+21%	+$2.12M	0.01%	1242
2025 Q4	$10.2M	Hold	153,977	–	–	0.01%	1307
2025 Q3	$9.79M	Sell	153,977 -59,123	-28%	-$3.61M	﹤0.01%	1297
2025 Q2	$12.5M	Sell	213,100 -12,111	-5%	-$656K	0.01%	1129
2025 Q1	$12M	Buy	225,211 +17	+0%	+$955	0.01%	1159
2024 Q4	$12.7M	Buy	225,194 +45,801	+26%	+$2.61M	0.01%	1147
2024 Q3	$10M	Buy	179,393 +25,524	+17%	+$1.38M	0.01%	1276
2024 Q2	$8.17M	Sell	153,869 -50,193	-25%	-$2.55M	﹤0.01%	1374
2024 Q1	$10.3M	Hold	204,062	–	–	0.01%	1284
2023 Q4	$9.43M	Buy	204,062 +20,613	+11%	+$894K	0.01%	1316
2023 Q3	$7.61M	Buy	183,449 +77,656	+73%	+$3.36M	0.01%	1360
2023 Q2	$4.55M	Buy	105,793 +22,660	+27%	+$922K	﹤0.01%	1561
2023 Q1	$3.28M	Buy	83,133 +73,059	+725%	+$2.8M	﹤0.01%	1664
2022 Q4	$369K	Sell	10,074 -3,426	-25%	-$126K	﹤0.01%	2050
2022 Q3	$460K	Hold	13,500	–	–	﹤0.01%	1980
2022 Q2	$489K	Hold	13,500	–	–	﹤0.01%	2066
2022 Q1	$586K	Buy	+13,500	New	+$576K	﹤0.01%	2081