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

RMR Wealth Builders’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
2021 Q2	–	Sell	-78	Closed	-$3K	–	322
2021 Q1	$3K	Buy	+78	New	+$2.8K	﹤0.01%	711

Other funds holding EFIV

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BWFA

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

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

RJA

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

KFGK

Keystone Financial Group (Kentucky) Lexington, Kentucky $1.46B AUM 26.58% 1-Year Est. Return

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

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

BWM

BerganKDV Wealth Management Bloomington, Minnesota $1,000M AUM 9.95% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

RMR Wealth Builders's EFIV Position: Q2 2021 in Review

RMR Wealth Builders sold out of State Street SPDR S&P 500 ESG ETF (EFIV) in Q2 2021, closing a stake of 78 shares — an estimated $3K sold.

RMR Wealth Builders first reported a position in EFIV in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 12 funds tracked by Wall St. Rank hold EFIV as of Q2 2021.

RMR Wealth Builders reported no remaining State Street SPDR S&P 500 ESG ETF position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 78 State Street SPDR S&P 500 ESG ETF shares in Q2 2021, an estimated $3K.
RMR Wealth Builders first reported a position in State Street SPDR S&P 500 ESG ETF in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's State Street SPDR S&P 500 ESG ETF position peaked at $3K in Q1 2021.
12 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.