Kraematon Investment Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Kraematon Investment 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 Q1	–	Sell	-414	Closed	-$32.7K	–	219
2022 Q4	$32.7K	Buy	+414	New	+$31.5K	0.04%	143

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

Jane Street New York $777B AUM 61.18% 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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Kraematon Investment Advisors's SDG Position: Q1 2023 in Review

Kraematon Investment Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2023, closing a stake of 414 shares — an estimated $32.7K sold.

Kraematon Investment Advisors first reported a position in SDG in Q4 2022 and held it in 1 quarter. The position peaked at $32.7K in Q4 2022. 123 funds tracked by Wall St. Rank hold SDG as of Q1 2023.

Kraematon Investment Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2023 after selling out during the quarter.
Kraematon Investment Advisors sold 414 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2023, an estimated $32.7K.
Kraematon Investment Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and held it in 1 quarter.
Kraematon Investment Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $32.7K in Q4 2022.
123 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2023.

Based on Kraematon Investment Advisors's 13F filing for Q1 2023, filed 13 Apr 2023.