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BSW Wealth Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

BSW Wealth Partners’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
Q1 		– Sell
-30,638
Closed -$2.42M – 336
2022
Q4 		$2.42M Buy
+30,638
New +$2.33M 0.52% 33

Other funds holding SDG

Carson Wealth (CWM LLC)
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BSW Wealth Partners's SDG Position: Q1 2023 in Review

BSW Wealth Partners sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2023, closing a stake of 30,638 shares — an estimated $2.42M sold.

BSW Wealth Partners first reported a position in SDG in Q4 2022 and held it in 1 quarter. The position peaked at $2.42M in Q4 2022. 123 funds tracked by Wall St. Rank hold SDG as of Q1 2023.

  • BSW Wealth Partners reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2023 after selling out during the quarter.
  • BSW Wealth Partners sold 30,638 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2023, an estimated $2.42M.
  • BSW Wealth Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and held it in 1 quarter.
  • BSW Wealth Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $2.42M in Q4 2022.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2023.

Based on BSW Wealth Partners's 13F filing for Q1 2023, filed 15 May 2023.