Zurich Insurance Group’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Zurich Insurance Group’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
2024 Q2	–	Sell	-12,516	Closed	-$628K	–	240
2024 Q1	$628K	Hold	12,516	–	–	0.01%	230
2023 Q4	$580K	Buy	12,516 +420	+3%	+$18.2K	0.01%	226
2023 Q3	$509K	Sell	12,096 -4,664	-28%	-$202K	0.01%	226
2023 Q2	$734K	Sell	16,760 -1,380	-8%	-$56.1K	0.01%	231
2023 Q1	$717K	Buy	18,140 +6,240	+52%	+$239K	0.01%	239
2022 Q4	$407K	Sell	11,900 -1,000	-8%	-$36.9K	0.01%	218
2022 Q3	$441K	Buy	+12,900	New	+$490K	0.01%	223

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

KOC

Koss-Olinger Consulting Gainesville, Florida $1.19B AUM 15.91% 1-Year Est. Return

LWP

Laurel Wealth Planning Edina, Minnesota $190M AUM 16.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FNWM

Financial Network Wealth Management Draper, Utah $316M AUM

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $753M AUM 18.89% 1-Year Est. Return

Zurich Insurance Group's EFIV Position: Q2 2024 in Review

Zurich Insurance Group sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2024, closing a stake of 12,516 shares — an estimated $628K sold.

Zurich Insurance Group first reported a position in EFIV in Q3 2022 and held it in 7 quarters. The position peaked at $734K in Q2 2023. 104 funds tracked by Wall St. Rank hold EFIV as of Q2 2024.

Zurich Insurance Group reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2024 after selling out during the quarter.
Zurich Insurance Group sold 12,516 State Street SPDR S&P 500 ESG ETF shares in Q2 2024, an estimated $628K.
Zurich Insurance Group first reported a position in State Street SPDR S&P 500 ESG ETF in Q3 2022 and held it in 7 quarters.
Zurich Insurance Group's State Street SPDR S&P 500 ESG ETF position peaked at $734K in Q2 2023.
104 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2024.

Based on Zurich Insurance Group's 13F filing for Q2 2024, filed 14 Aug 2024.