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

Zhang Financial’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 Q2	$321K	Buy
2025 Q1	$254K	Hold
2024 Q4	$268K	Hold
2024 Q3	$265K	Hold
2024 Q2	$252K	Buy
2024 Q1	$230K	Buy