Stephens Inc’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Stephens Inc’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
2022 Q2	–	Sell	-4,700	Closed	-$204K	–	1255
2022 Q1	$204K	Hold	4,700	–	–	﹤0.01%	1174
2021 Q4	$213K	Buy	+4,700	New	+$205K	﹤0.01%	1185

Other funds holding EFIV

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

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

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

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Sage Advisory Services Austin, Texas $183M AUM 9.95% 1-Year Est. Return