BerganKDV Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

BerganKDV Wealth Management’s Portfolio SDG Stock Details SDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$161K	Hold	2,032	–	–	0.02%	246
2023 Q1	$161K	Hold	2,032	–	–	0.02%	253
2022 Q4	$160K	Hold	2,032	–	–	0.02%	252
2022 Q3	$144K	Hold	2,032	–	–	0.02%	252
2022 Q2	$162K	Hold	2,032	–	–	0.02%	254
2022 Q1	$173K	Hold	2,032	–	–	0.02%	253
2021 Q4	$184K	Hold	2,032	–	–	0.02%	270
2021 Q3	$195K	Hold	2,032	–	–	0.02%	247
2021 Q2	$202K	Hold	2,032	–	–	0.02%	243
2021 Q1	$193K	Hold	2,032	–	–	0.02%	241
2020 Q4	$190K	Hold	2,032	–	–	0.03%	224
2020 Q3	$164K	Hold	2,032	–	–	0.03%	228
2020 Q2	$138K	Buy	+2,032	New	+$129K	0.02%	249

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BWFA

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

BerganKDV Wealth Management's SDG Position: Q2 2023 in Review

BerganKDV Wealth Management held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2023 at 2,032 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #246.

BerganKDV Wealth Management first reported a position in SDG in Q2 2020 and has held it in 13 quarters since. The position peaked at $202K in Q2 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2023.

BerganKDV Wealth Management held 2,032 shares of iShares MSCI Global Sustainable Development Goals ETF worth $161K as of Q2 2023.
BerganKDV Wealth Management left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2023.
iShares MSCI Global Sustainable Development Goals ETF made up 0.02% of BerganKDV Wealth Management's portfolio in Q2 2023, its #246 holding.
BerganKDV Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2020 and has held it in 13 quarters since.
BerganKDV Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $202K in Q2 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.