Harvest Group Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Harvest Group Wealth 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
2023 Q1	$698K	Sell	8,812 -530	-6%	-$42.3K	0.43%	31
2022 Q4	$737K	Sell	9,342 -207	-2%	-$15.8K	0.48%	33
2022 Q3	$680K	Sell	9,549 -1,406	-13%	-$111K	0.45%	36
2022 Q2	$906K	Sell	10,955 -1,958	-15%	-$161K	0.56%	29
2022 Q1	$1.1M	Sell	12,913 -91,483	-88%	-$7.9M	0.63%	26
2021 Q4	$9.47M	Buy	104,396 +18,807	+22%	+$1.76M	5.32%	3
2021 Q3	$8.22M	Buy	85,589 +5,077	+6%	+$499K	4.83%	6
2021 Q2	$8M	Buy	80,512 +2,044	+3%	+$199K	4.77%	7
2021 Q1	$7.76M	Sell	78,468 -1,244	-2%	-$120K	4.87%	8
2020 Q4	$7.44M	Sell	79,712 -8,632	-10%	-$741K	4.44%	8
2020 Q3	$7.11M	Sell	88,344 -17,651	-17%	-$1.36M	4.93%	7
2020 Q2	$7.22M	Sell	105,995 -16,407	-13%	-$1.04M	6.04%	7
2020 Q1	$7.04M	Buy	122,402 +22,136	+22%	+$1.43M	7.09%	3
2019 Q4	$6.56M	Buy	+100,266	New	+$6.21M	5.73%	10

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 $8.18B AUM 28.28% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

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

FDCDDQ

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Harvest Group Wealth Management's SDG Position: Q1 2023 in Review

Harvest Group Wealth Management reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 5.7% in Q1 2023, selling an estimated $42.3K and leaving 8,812 shares worth $698K. The position accounts for 0.43% of the portfolio, ranked #31.

Harvest Group Wealth Management first reported a position in SDG in Q4 2019 and has held it in 14 quarters since. The position peaked at $9.47M in Q4 2021. 122 funds tracked by Wall St. Rank hold SDG as of Q1 2023.

Harvest Group Wealth Management held 8,812 shares of iShares MSCI Global Sustainable Development Goals ETF worth $698K as of Q1 2023.
Harvest Group Wealth Management sold 530 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2023, an estimated $42.3K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.43% of Harvest Group Wealth Management's portfolio in Q1 2023, its #31 holding.
Harvest Group Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2019 and has held it in 14 quarters since.
Harvest Group Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $9.47M in Q4 2021.
122 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.