Curi Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Curi Wealth 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 Q1	–	Sell	-72	Closed	-$6K	–	634
2021 Q4	$6K	Buy	+72	New	+$6.73K	﹤0.01%	363

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

Curi Wealth Management's SDG Position: Q1 2022 in Review

Curi Wealth Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2022, closing a stake of 72 shares — an estimated $6K sold.

Curi Wealth Management first reported a position in SDG in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q1 2022.

Curi Wealth Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2022 after selling out during the quarter.
Curi Wealth Management sold 72 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2022, an estimated $6K.
Curi Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and held it in 1 quarter.
Curi Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $6K in Q4 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2022.

Based on Curi Wealth Management's 13F filing for Q1 2022, filed 6 May 2022.