Fiduciary Planning’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Fiduciary 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
2021 Q4	–	Sell	-4,278	Closed	-$411K	–	57
2021 Q3	$411K	Hold	4,278	–	–	0.22%	50
2021 Q2	$425K	Buy	4,278 +1,328	+45%	+$129K	0.37%	52
2021 Q1	$280K	Buy	2,950 +67	+2%	+$6.46K	0.42%	37
2020 Q4	$269K	Buy	2,883 +13	+0.5%	+$1.12K	0.38%	46
2020 Q3	$231K	Buy	+2,870	New	+$221K	0.38%	45

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

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

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Fiduciary Planning's SDG Position: Q4 2021 in Review

Fiduciary Planning sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2021, closing a stake of 4,278 shares — an estimated $411K sold.

Fiduciary Planning first reported a position in SDG in Q3 2020 and held it in 5 quarters. The position peaked at $425K in Q2 2021. 126 funds tracked by Wall St. Rank hold SDG as of Q4 2021.

Fiduciary Planning reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2021 after selling out during the quarter.
Fiduciary Planning sold 4,278 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2021, an estimated $411K.
Fiduciary Planning first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and held it in 5 quarters.
Fiduciary Planning's iShares MSCI Global Sustainable Development Goals ETF position peaked at $425K in Q2 2021.
126 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2021.

Based on Fiduciary Planning's 13F filing for Q4 2021, filed 8 Feb 2022.