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