Financial Gravity Asset Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-1,334	Closed	-$107K	–	2264
2024 Q1	$107K	Sell	1,334 -73,263	-98%	-$5.68M	0.01%	272
2023 Q4	$3.24M	Buy	74,597 +934	+1%	+$70.5K	0.03%	156
2023 Q3	$3.16M	Buy	73,663 +68,542	+1,338%	+$5.4M	0.03%	155
2023 Q2	$405	Buy	5,121 +204	+4%	+$16.2K	﹤0.01%	1039
2023 Q1	$389	Buy	+4,917	New	+$392K	0.01%	483

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Gravity Asset Management's SDG Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2024, closing a stake of 1,334 shares — an estimated $107K sold.

Financial Gravity Asset Management first reported a position in SDG in Q1 2023 and held it in 5 quarters. The position peaked at $3.24M in Q4 2023. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2024.

Financial Gravity Asset Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 1,334 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2024, an estimated $107K.
Financial Gravity Asset Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2023 and held it in 5 quarters.
Financial Gravity Asset Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $3.24M in Q4 2023.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.