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Sheets Smith Wealth Management’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

Sheets Smith Wealth Management’s Portfolio EFIV Stock Details EFIV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-46,484
Closed -$2.63M – 367
2024
Q4 		$2.63M Buy
46,484
+4,593
+11% +$259K 0.32% 77
2024
Q3 		$2.34M Sell
41,891
-6,416
-13% -$358K 0.29% 87
2024
Q2 		$2.57M Buy
+48,307
New +$2.57M 0.31% 79