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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
-934
Closed -$75.7K – 1727
2024
Q1 		$75.7K Hold
934
– – 0.02% 220
2023
Q4 		$75.7K Buy
+934
New +$70.5K 0.02% 221

Other funds holding SDG

Carson Wealth (CWM LLC)
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 934 shares — an estimated $75.7K sold.

Financial Gravity Asset Management first reported a position in SDG in Q4 2023 and held it in 2 quarters. The position peaked at $75.7K in Q1 2024. 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 934 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2024, an estimated $75.7K.
  • Financial Gravity Asset Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2023 and held it in 2 quarters.
  • Financial Gravity Asset Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $75.7K in Q1 2024.
  • 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.