Zacks Investment Management’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
2024 Q4	–	Sell	-4,481	Closed	-$250K	–	692
2024 Q3	$250K	Buy	4,481 +1	+0%	+$56	﹤0.01%	592
2024 Q2	$238K	Buy	4,480 +417	+10%	+$22.1K	﹤0.01%	546
2024 Q1	$206K	Buy	+4,063	New	+$206K	﹤0.01%	599