Principal Financial Group’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 | $12.5M | Sell |
213,100
-12,111
| -5% | -$709K | 0.01% | 1129 |
|
|
2025
Q1 | $12M | Buy |
225,211
+17
| +0% | +$910 | 0.01% | 1159 |
|
|
2024
Q4 | $12.7M | Buy |
225,194
+45,801
| +26% | +$2.59M | 0.01% | 1147 |
|
|
2024
Q3 | $10M | Buy |
179,393
+25,524
| +17% | +$1.42M | 0.01% | 1276 |
|
|
2024
Q2 | $8.17M | Sell |
153,869
-50,193
| -25% | -$2.67M | ﹤0.01% | 1374 |
|
|
2024
Q1 | $10.3M | Hold |
204,062
| – | – | 0.01% | 1284 |
|
|
2023
Q4 | $9.43M | Buy |
204,062
+20,613
| +11% | +$952K | 0.01% | 1316 |
|
|
2023
Q3 | $7.61M | Buy |
183,449
+77,656
| +73% | +$3.22M | 0.01% | 1360 |
|
|
2023
Q2 | $4.55M | Buy |
105,793
+22,660
| +27% | +$976K | ﹤0.01% | 1561 |
|
|
2023
Q1 | $3.28M | Buy |
83,133
+73,059
| +725% | +$2.88M | ﹤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 | +$586K | ﹤0.01% | 2081 |
|