Burleson & Co’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Burleson & Co’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
2022 Q4	$552	Buy	+7	New	+$533	﹤0.01%	377

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 $8.18B AUM 28.28% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Burleson & Co's SDG Position: Q4 2022 in Review

Burleson & Co opened a new position in iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2022: 7 shares worth $552. The stake represents ﹤0.01% of the portfolio and ranks #377 among its holdings.

124 funds tracked by Wall St. Rank hold SDG as of Q4 2022.

Burleson & Co held 7 shares of iShares MSCI Global Sustainable Development Goals ETF worth $552 as of Q4 2022.
iShares MSCI Global Sustainable Development Goals ETF was a new Burleson & Co position in Q4 2022.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #377 holding.
124 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.