HM Payson & Co’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

HM Payson & Co’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	-150	Closed	-$14K	–	1155
2021 Q3	$14K	Hold	150	–	–	﹤0.01%	795
2021 Q2	$15K	Sell	150 -260	-63%	-$25.3K	﹤0.01%	788
2021 Q1	$39K	Hold	410	–	–	﹤0.01%	645
2020 Q4	$38K	Hold	410	–	–	﹤0.01%	654
2020 Q3	$33K	Hold	410	–	–	﹤0.01%	635
2020 Q2	$28K	Hold	410	–	–	﹤0.01%	615
2020 Q1	$24K	Hold	410	–	–	﹤0.01%	610
2019 Q4	$27K	Hold	410	–	–	﹤0.01%	684
2019 Q3	$24K	Buy	+410	New	+$23.7K	﹤0.01%	700

Other funds holding SDG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 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 $1.37T AUM 24.88% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

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

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

HM Payson & Co's SDG Position: Q4 2021 in Review

HM Payson & Co sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2021, closing a stake of 150 shares — an estimated $14K sold.

HM Payson & Co first reported a position in SDG in Q3 2019 and held it in 9 quarters. The position peaked at $39K in Q1 2021. 126 funds tracked by Wall St. Rank hold SDG as of Q4 2021.

HM Payson & Co reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2021 after selling out during the quarter.
HM Payson & Co sold 150 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2021, an estimated $14K.
HM Payson & Co first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2019 and held it in 9 quarters.
HM Payson & Co's iShares MSCI Global Sustainable Development Goals ETF position peaked at $39K in Q1 2021.
126 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2021.

Based on HM Payson & Co's 13F filing for Q4 2021, filed 15 Feb 2022.