GKWIM
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Gerber Kawasaki Wealth & Investment Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Gerber Kawasaki Wealth & Investment 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
2021
Q4 		– Sell
-1
Closed -$1K – 943
2021
Q3 		$1K Buy
+1
New +$98 ﹤0.01% 1113

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HGWM
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Bank of America
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SC
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HSBC Holdings
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UBS Group
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

Gerber Kawasaki Wealth & Investment Management's SDG Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2021, closing a stake of 1 share — an estimated $1K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SDG in Q3 2021 and held it in 1 quarter. The position peaked at $1K in Q3 2021. 126 funds tracked by Wall St. Rank hold SDG as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 1 iShares MSCI Global Sustainable Development Goals ETF share in Q4 2021, an estimated $1K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.