GPS Wealth Strategies Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

GPS Wealth Strategies 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
2022 Q4	–	Sell	-94	Closed	-$7K	–	910
2022 Q3	$7K	Hold	94	–	–	﹤0.01%	841
2022 Q2	$8K	Hold	94	–	–	﹤0.01%	814
2022 Q1	$8K	Hold	94	–	–	﹤0.01%	776
2021 Q4	$9K	Hold	94	–	–	﹤0.01%	766
2021 Q3	$9K	Hold	94	–	–	﹤0.01%	745
2021 Q2	$9K	Hold	94	–	–	﹤0.01%	762
2021 Q1	$8K	Buy	+94	New	+$9.07K	﹤0.01%	715

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GPS Wealth Strategies Group's SDG Position: Q4 2022 in Review

GPS Wealth Strategies Group sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2022, closing a stake of 94 shares — an estimated $7K sold.

GPS Wealth Strategies Group first reported a position in SDG in Q1 2021 and held it in 7 quarters. The position peaked at $9K in Q4 2021. 124 funds tracked by Wall St. Rank hold SDG as of Q4 2022.

GPS Wealth Strategies Group reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2022 after selling out during the quarter.
GPS Wealth Strategies Group sold 94 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2022, an estimated $7K.
GPS Wealth Strategies Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2021 and held it in 7 quarters.
GPS Wealth Strategies Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $9K in Q4 2021.
124 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2022.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2022, filed 27 Jan 2023.