JP Morgan Private Wealth Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

JP Morgan Private Wealth Advisors’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 Q3	$1.23M	Hold	16,449	–	–	﹤0.01%	908
2023 Q2	$1.3M	Sell	16,449 -50	-0.3%	-$3.97K	0.01%	691
2023 Q1	$1.31M	Buy	16,499 +770	+5%	+$61.4K	﹤0.01%	1042
2022 Q4	$1.24M	Buy	15,729 +12,279	+356%	+$935K	﹤0.01%	1042
2022 Q3	$245K	Buy	+3,450	New	+$273K	﹤0.01%	1738

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 $777B AUM 61.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $27.8B AUM 31.66% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SDG Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q3 2023 at 16,449 shares worth $1.23M. The position accounts for ﹤0.01% of the portfolio, ranked #908.

JP Morgan Private Wealth Advisors first reported a position in SDG in Q3 2022 and has held it in 5 quarters since. The position peaked at $1.31M in Q1 2023. 114 funds tracked by Wall St. Rank hold SDG as of Q3 2023.

JP Morgan Private Wealth Advisors held 16,449 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.23M as of Q3 2023.
JP Morgan Private Wealth Advisors left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q3 2023.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #908 holding.
JP Morgan Private Wealth Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2022 and has held it in 5 quarters since.
JP Morgan Private Wealth Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.31M in Q1 2023.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.