Richard P. Slaughter Associates’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Richard P. Slaughter Associates’s Portfolio EFIV Stock Details EFIV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.17M	Buy	29,764 +1,400	+5%	+$98.4K	0.43%	37
2026 Q1	$1.79M	Buy	28,364 +3,198	+13%	+$211K	0.39%	34
2025 Q4	$1.66M	Sell	25,166 -677	-3%	-$44K	0.35%	35
2025 Q3	$1.64M	Sell	25,843 -4,451	-15%	-$271K	0.35%	37
2025 Q2	$1.77M	Buy	30,294 +9,247	+44%	+$501K	0.36%	41
2025 Q1	$1.13M	Buy	+21,047	New	+$1.18M	0.26%	54

Other funds holding EFIV

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

Affiance Financial St. Louis Park, Minnesota $695M AUM 17.33% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

Veracity Capital Atlanta, Georgia $370M AUM 45.62% 1-Year Est. Return

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

Sincerus Advisory New York $147M AUM 23.39% 1-Year Est. Return