Charter Oak Capital Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Charter Oak Capital 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
2022 Q3	–	Sell	-1,000	Closed	-$80K	–	745
2022 Q2	$80K	Hold	1,000	–	–	0.01%	272
2022 Q1	$85K	Hold	1,000	–	–	0.01%	283
2021 Q4	$91K	Hold	1,000	–	–	0.01%	270
2021 Q3	$96K	Buy	+1,000	New	+$98.3K	0.01%	253

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

FDCDDQ

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

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

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

DAS

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

Charter Oak Capital Management's SDG Position: Q3 2022 in Review

Charter Oak Capital Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2022, closing a stake of 1,000 shares — an estimated $80K sold.

Charter Oak Capital Management first reported a position in SDG in Q3 2021 and held it in 4 quarters. The position peaked at $96K in Q3 2021. 112 funds tracked by Wall St. Rank hold SDG as of Q3 2022.

Charter Oak Capital Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2022 after selling out during the quarter.
Charter Oak Capital Management sold 1,000 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2022, an estimated $80K.
Charter Oak Capital Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2021 and held it in 4 quarters.
Charter Oak Capital Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $96K in Q3 2021.
112 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2022.

Based on Charter Oak Capital Management's 13F filing for Q3 2022, filed 6 Dec 2022.