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Kalos Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Kalos 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
2022
Q1 		– Sell
-2,380
Closed -$228K – 285
2021
Q4 		$228K Buy
2,380
+196
+9% +$18.3K 0.06% 254
2021
Q3 		$210K Buy
+2,184
New +$215K 0.06% 257

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Kalos Management's SDG Position: Q1 2022 in Review

Kalos Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2022, closing a stake of 2,380 shares — an estimated $228K sold.

Kalos Management first reported a position in SDG in Q3 2021 and held it in 2 quarters. The position peaked at $228K in Q4 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q1 2022.

  • Kalos Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2022 after selling out during the quarter.
  • Kalos Management sold 2,380 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2022, an estimated $228K.
  • Kalos Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2021 and held it in 2 quarters.
  • Kalos Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $228K in Q4 2021.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2022.

Based on Kalos Management's 13F filing for Q1 2022, filed 21 Jun 2022.