Merit Financial Group’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
2023 Q3	–	Sell	-4,889	Closed	-$210K	–	749
2023 Q2	$210K	Buy	+4,889	New	+$210K	0.01%	687
2022 Q4	–	Sell	-57,271	Closed	-$1.95M	–	699
2022 Q3	$1.95M	Buy	+57,271	New	+$1.95M	0.08%	161