Clear Perspectives Financial Planning’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Clear Perspectives Financial Planning’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	–	Sell	-235	Closed	-$17K	–	258
2022 Q3	$17K	Hold	235	–	–	0.01%	131
2022 Q2	$19K	Sell	235 -200	-46%	-$16.5K	0.01%	134
2022 Q1	$37K	Hold	435	–	–	0.01%	108
2021 Q4	$39K	Hold	435	–	–	0.02%	116
2021 Q3	$42K	Hold	435	–	–	0.02%	106
2021 Q2	$43K	Hold	435	–	–	0.02%	103
2021 Q1	$41K	Hold	435	–	–	0.02%	95
2020 Q4	$41K	Buy	+435	New	+$37.3K	0.03%	90

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

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

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

Clear Perspectives Financial Planning's SDG Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2022, closing a stake of 235 shares — an estimated $17K sold.

Clear Perspectives Financial Planning first reported a position in SDG in Q4 2020 and held it in 8 quarters. The position peaked at $43K in Q2 2021. 124 funds tracked by Wall St. Rank hold SDG as of Q4 2022.

Clear Perspectives Financial Planning reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 235 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2022, an estimated $17K.
Clear Perspectives Financial Planning first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 8 quarters.
Clear Perspectives Financial Planning's iShares MSCI Global Sustainable Development Goals ETF position peaked at $43K in Q2 2021.
124 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.