Creative Financial Designs’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Creative Financial Designs’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 Q1	–	Sell	-1	Closed	–	–	1312
2021 Q4	$0	Sell	1 -685	-100%	-$64.1K	﹤0.01%	1411
2021 Q3	$66K	Buy	686 +167	+32%	+$16.4K	0.01%	542
2021 Q2	$52K	Buy	+519	New	+$50.6K	0.01%	598

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Creative Financial Designs's SDG Position: Q1 2022 in Review

Creative Financial Designs sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2022, closing a stake of 1 share.

Creative Financial Designs first reported a position in SDG in Q2 2021 and held it in 3 quarters. The position peaked at $66K in Q3 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q1 2022.

Creative Financial Designs reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2022 after selling out during the quarter.
Creative Financial Designs sold 1 iShares MSCI Global Sustainable Development Goals ETF share in Q1 2022.
Creative Financial Designs first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2021 and held it in 3 quarters.
Creative Financial Designs's iShares MSCI Global Sustainable Development Goals ETF position peaked at $66K in Q3 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2022.

Based on Creative Financial Designs's 13F filing for Q1 2022, filed 15 Apr 2022.