Merriman Wealth Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Merriman Wealth Management’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
2022 Q1	–	Sell	-110,927	Closed	-$5.02M	–	204
2021 Q4	$5.02M	Buy	+110,927	New	+$4.84M	0.37%	43
2021 Q2	–	Sell	-33,056	Closed	-$1.22M	–	217
2021 Q1	$1.22M	Buy	+33,056	New	+$1.19M	0.14%	88

Other funds holding EFIV

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BEC

Blue Edge Capital Richmond, Virginia $833M AUM 25.55% 1-Year Est. Return

RCS

Retirement Capital Strategies San Jose, California $288M AUM 17.43% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

Merriman Wealth Management's EFIV Position: Q1 2022 in Review

Merriman Wealth Management sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q1 2022, closing a stake of 110,927 shares — an estimated $5.02M sold.

Merriman Wealth Management first reported a position in EFIV in Q1 2021 and held it in 2 quarters. The position peaked at $5.02M in Q4 2021. 34 funds tracked by Wall St. Rank hold EFIV as of Q1 2022.

Merriman Wealth Management reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q1 2022 after selling out during the quarter.
Merriman Wealth Management sold 110,927 State Street SPDR S&P 500 ESG ETF shares in Q1 2022, an estimated $5.02M.
Merriman Wealth Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2021 and held it in 2 quarters.
Merriman Wealth Management's State Street SPDR S&P 500 ESG ETF position peaked at $5.02M in Q4 2021.
34 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q1 2022.

Based on Merriman Wealth Management's 13F filing for Q1 2022, filed 28 Apr 2022.