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Glenmede Trust’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Glenmede Trust’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
Q3 		– Sell
-146
Closed -$11K – 1321
2022
Q2 		$11K Buy
+146
New +$12K ﹤0.01% 1253

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 $4.86B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Glenmede Trust's SDG Position: Q3 2022 in Review

Glenmede Trust sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2022, closing a stake of 146 shares — an estimated $11K sold.

Glenmede Trust first reported a position in SDG in Q2 2022 and held it in 1 quarter. The position peaked at $11K in Q2 2022. 112 funds tracked by Wall St. Rank hold SDG as of Q3 2022.

  • Glenmede Trust reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2022 after selling out during the quarter.
  • Glenmede Trust sold 146 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2022, an estimated $11K.
  • Glenmede Trust first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2022 and held it in 1 quarter.
  • Glenmede Trust's iShares MSCI Global Sustainable Development Goals ETF position peaked at $11K in Q2 2022.
  • 112 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2022.

Based on Glenmede Trust's 13F filing for Q3 2022, filed 16 Nov 2022.