SOA Wealth Advisors’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

SOA Wealth Advisors’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
2025 Q2	$11.3M	Buy
2025 Q1	$8.32M	Buy
2024 Q4	$7.76M	Buy
2024 Q3	$5.55M	Buy
2024 Q2	$4.8M	Buy
2024 Q1	$508K	Buy
2023 Q4	$254K	Buy