Danda Trouve Investment Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Danda Trouve Investment 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	$2K	Hold	32	–	–	﹤0.01%	109
2022 Q2	$3K	Hold	32	–	–	﹤0.01%	87
2022 Q1	$3K	Hold	32	–	–	﹤0.01%	98
2021 Q4	$3K	Hold	32	–	–	﹤0.01%	120
2021 Q3	$3K	Hold	32	–	–	﹤0.01%	144
2021 Q2	$3K	Hold	32	–	–	﹤0.01%	156
2021 Q1	$3K	Hold	32	–	–	﹤0.01%	116
2020 Q4	$3K	Hold	32	–	–	﹤0.01%	150
2020 Q3	$3K	Hold	32	–	–	﹤0.01%	129
2020 Q2	$2K	Buy	+32	New	+$2.03K	﹤0.01%	134

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

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

Danda Trouve Investment Management's SDG Position: Q3 2022 in Review

Danda Trouve Investment Management held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q3 2022 at 32 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #109.

Danda Trouve Investment Management first reported a position in SDG in Q2 2020 and has held it in 10 quarters since. The position peaked at $3K in Q2 2022. 112 funds tracked by Wall St. Rank hold SDG as of Q3 2022.

Danda Trouve Investment Management held 32 shares of iShares MSCI Global Sustainable Development Goals ETF worth $2K as of Q3 2022.
Danda Trouve Investment Management left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q3 2022.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Danda Trouve Investment Management's portfolio in Q3 2022, its #109 holding.
Danda Trouve Investment Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2020 and has held it in 10 quarters since.
Danda Trouve Investment Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $3K in Q2 2022.
112 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2022.

Based on Danda Trouve Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.