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Farmers & Merchants Investments Inc’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Farmers & Merchants Investments Inc’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
2023
Q1 		– Sell
-194
Closed -$15.3K – 1787
2022
Q4 		$15.3K Buy
+194
New +$14.8K ﹤0.01% 582

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MWM
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Farmers & Merchants Investments Inc's SDG Position: Q1 2023 in Review

Farmers & Merchants Investments Inc sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2023, closing a stake of 194 shares — an estimated $15.3K sold.

Farmers & Merchants Investments Inc first reported a position in SDG in Q4 2022 and held it in 1 quarter. The position peaked at $15.3K in Q4 2022. 123 funds tracked by Wall St. Rank hold SDG as of Q1 2023.

  • Farmers & Merchants Investments Inc reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2023 after selling out during the quarter.
  • Farmers & Merchants Investments Inc sold 194 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2023, an estimated $15.3K.
  • Farmers & Merchants Investments Inc first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and held it in 1 quarter.
  • Farmers & Merchants Investments Inc's iShares MSCI Global Sustainable Development Goals ETF position peaked at $15.3K in Q4 2022.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2023.

Based on Farmers & Merchants Investments Inc's 13F filing for Q1 2023, filed 12 May 2023.