FundX Investment Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

FundX Investment Group’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	$350K	Sell	3,857 -10,000	-72%	-$935K	0.09%	42
2021 Q3	$1.33M	Sell	13,857 -1,800	-11%	-$177K	0.63%	21
2021 Q2	$2.24M	Sell	15,657 -23,268	-60%	-$2.27M	0.23%	21
2021 Q1	$3.69M	Buy	38,925 +768	+2%	+$74.1K	2.08%	11
2020 Q4	$3.56M	Buy	38,157 +1,000	+3%	+$85.8K	1.49%	15
2020 Q3	$2.99M	Buy	37,157 +10,000	+37%	+$770K	1.15%	18
2020 Q2	$1.85M	Buy	27,157 +3,157	+13%	+$200K	0.78%	23
2020 Q1	$1.38M	Buy	+24,000	New	+$1.55M	0.51%	23

Other funds holding SDG

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 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 $1.55T AUM 33.47% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

FundX Investment Group's SDG Position: Q4 2021 in Review

FundX Investment Group reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 72% in Q4 2021, selling an estimated $935K and leaving 3,857 shares worth $350K. The position accounts for 0.09% of the portfolio, ranked #42.

FundX Investment Group first reported a position in SDG in Q1 2020 and has held it in 8 quarters since. The position peaked at $3.69M in Q1 2021. 126 funds tracked by Wall St. Rank hold SDG as of Q4 2021.

FundX Investment Group held 3,857 shares of iShares MSCI Global Sustainable Development Goals ETF worth $350K as of Q4 2021.
FundX Investment Group sold 10,000 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2021, an estimated $935K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.09% of FundX Investment Group's portfolio in Q4 2021, its #42 holding.
FundX Investment Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2020 and has held it in 8 quarters since.
FundX Investment Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $3.69M in Q1 2021.
126 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.