US Financial Advisors’s SPDR S&P 500 ESG ETF EFIV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$1.37M Buy
2024
Q4
$1.34M Sell
2024
Q3
$1.34M Sell
2024
Q2
$1.54M Sell
2024
Q1
$1.59M Buy
2023
Q4
$1.41M Buy
2023
Q3
$1.17M Buy
2023
Q2
$1.13M Sell
2023
Q1
$1.17M Buy
2022
Q4
$995K Buy