Verus Wealth Management’s State Street 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
Q3
$579K Sell
2025
Q2
$566K Sell
2025
Q1
$530K Buy
2024
Q4
$503K Buy