Bogart Wealth LLC’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Bogart Wealth LLC’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 Q4	–	Sell	-62	Closed	-$4.63K	–	1115
2023 Q3	$4.63K	Hold	62	–	–	﹤0.01%	728
2023 Q2	$4.91K	Hold	62	–	–	﹤0.01%	710
2023 Q1	$4.88K	Hold	62	–	–	﹤0.01%	720
2022 Q4	$4.86K	Buy	62 +1	+2%	+$76	﹤0.01%	670
2022 Q3	$4K	Hold	61	–	–	﹤0.01%	739
2022 Q2	$5K	Buy	61 +1	+2%	+$82	﹤0.01%	651
2022 Q1	$5K	Buy	60 +30	+100%	+$2.59K	﹤0.01%	586
2021 Q4	$3K	Hold	30	–	–	﹤0.01%	624
2021 Q3	$3K	Hold	30	–	–	﹤0.01%	602
2021 Q2	$3K	Hold	30	–	–	﹤0.01%	576
2021 Q1	$3K	Buy	+30	New	+$2.9K	﹤0.01%	528

Other funds holding SDG

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

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

MWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FDCDDQ

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bogart Wealth LLC's SDG Position: Q4 2023 in Review

Bogart Wealth LLC sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2023, closing a stake of 62 shares — an estimated $4.63K sold.

Bogart Wealth LLC first reported a position in SDG in Q1 2021 and held it in 11 quarters. The position peaked at $5K in Q2 2022. 122 funds tracked by Wall St. Rank hold SDG as of Q4 2023.

Bogart Wealth LLC reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2023 after selling out during the quarter.
Bogart Wealth LLC sold 62 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2023, an estimated $4.63K.
Bogart Wealth LLC first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2021 and held it in 11 quarters.
Bogart Wealth LLC's iShares MSCI Global Sustainable Development Goals ETF position peaked at $5K in Q2 2022.
122 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2023.

Based on Bogart Wealth LLC's 13F filing for Q4 2023, filed 7 Feb 2024.