Wells Fargo’s SPDR S&P 500 ESG ETF EFIV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.36M | Buy |
23,237
+847
| +4% | +$49.6K | ﹤0.01% | 3178 |
|
|
2025
Q1 | $1.2M | Buy |
22,390
+5,048
| +29% | +$270K | ﹤0.01% | 3151 |
|
|
2024
Q4 | $979K | Sell |
17,342
-804
| -4% | -$45.4K | ﹤0.01% | 3284 |
|
|
2024
Q3 | $1.01M | Buy |
18,146
+1,414
| +8% | +$78.8K | ﹤0.01% | 3198 |
|
|
2024
Q2 | $888K | Buy |
16,732
+2,467
| +17% | +$131K | ﹤0.01% | 3247 |
|
|
2024
Q1 | $722K | Sell |
14,265
-1,328
| -9% | -$67.3K | ﹤0.01% | 3318 |
|
|
2023
Q4 | $720K | Buy |
15,593
+6,927
| +80% | +$320K | ﹤0.01% | 3299 |
|
|
2023
Q3 | $360K | Sell |
8,666
-559
| -6% | -$23.2K | ﹤0.01% | 3695 |
|
|
2023
Q2 | $397K | Sell |
9,225
-631
| -6% | -$27.2K | ﹤0.01% | 3900 |
|
|
2023
Q1 | $389K | Hold |
9,856
| – | – | ﹤0.01% | 3765 |
|
|
2022
Q4 | $361K | Buy |
9,856
+9,352
| +1,856% | +$343K | ﹤0.01% | 3610 |
|
|
2022
Q3 | $17K | Buy |
+504
| New | +$17K | ﹤0.01% | 5148 |
|
|
2022
Q1 | – | Sell |
-1,200
| Closed | -$54K | – | 6775 |
|
|
2021
Q4 | $54K | Buy |
+1,200
| New | +$54K | ﹤0.01% | 5486 |
|