Financial Partners Group (Kansas)’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Financial Partners Group (Kansas)’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 Q1	–	Sell	-3,646	Closed	-$316K	–	168
2021 Q4	$316K	Sell	3,646 -324	-8%	-$30.3K	0.07%	127
2021 Q3	$381K	Buy	3,970 +150	+4%	+$14.7K	0.09%	106
2021 Q2	$380K	Buy	3,820 +20	+0.5%	+$1.95K	0.1%	103
2021 Q1	$360K	Buy	3,800 +1,170	+44%	+$113K	0.1%	97
2020 Q4	$262K	Buy	2,630 +100	+4%	+$8.58K	0.08%	108
2020 Q3	$204K	Buy	+2,530	New	+$195K	0.07%	113

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

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

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

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

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

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

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

Financial Partners Group (Kansas)'s SDG Position: Q1 2022 in Review

Financial Partners Group (Kansas) sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2022, closing a stake of 3,646 shares — an estimated $316K sold.

Financial Partners Group (Kansas) first reported a position in SDG in Q3 2020 and held it in 6 quarters. The position peaked at $381K in Q3 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q1 2022.

Financial Partners Group (Kansas) reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2022 after selling out during the quarter.
Financial Partners Group (Kansas) sold 3,646 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2022, an estimated $316K.
Financial Partners Group (Kansas) first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and held it in 6 quarters.
Financial Partners Group (Kansas)'s iShares MSCI Global Sustainable Development Goals ETF position peaked at $381K in Q3 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2022.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2022, filed 29 Apr 2022.