Wells Financial Advisors’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Wells Financial 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
2025 Q3	$166K	Hold
2025 Q2	$153K	Hold
2025 Q1	$140K	Buy
2024 Q4	$145K	Hold
2024 Q3	$143K	Sell
2024 Q2	$180K	Hold
2024 Q1	$172K	Buy
2023 Q4	$117K	Hold
2023 Q3	$105K	Hold
2023 Q2	$109K	Buy