SOA Wealth Advisors’s State Street 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
2026 Q1	$10.7M	Sell	168,952 -32,152	-16%	-$2.13M	2.01%	9
2025 Q4	$13.3M	Buy	201,104 +2,865	+1%	+$186K	2.25%	7
2025 Q3	$12.6M	Buy	198,239 +5,108	+3%	+$311K	2.16%	6
2025 Q2	$11.3M	Buy	193,131 +37,692	+24%	+$2.04M	2.12%	8
2025 Q1	$8.32M	Buy	155,439 +17,969	+13%	+$1.01M	1.74%	14
2024 Q4	$7.76M	Buy	137,470 +37,880	+38%	+$2.16M	1.43%	17
2024 Q3	$5.55M	Buy	99,590 +9,101	+10%	+$491K	1.06%	21
2024 Q2	$4.8M	Buy	90,489 +80,449	+801%	+$4.09M	0.97%	22
2024 Q1	$508K	Buy	10,040 +4,538	+82%	+$219K	0.11%	105
2023 Q4	$254K	Buy	+5,502	New	+$239K	0.06%	151

Other funds holding EFIV

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

Financial Network Wealth Management Draper, Utah $316M AUM

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return

Allworth Financial Folsom, California $24.6B AUM 15.55% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return