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

Liberty 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
2021 Q4	–	Sell	-364	Closed	-$35K	–	927
2021 Q3	$35K	Hold	364	–	–	0.01%	499
2021 Q2	$36K	Buy	364 +194	+114%	+$18.9K	0.01%	389
2021 Q1	$16K	Hold	170	–	–	0.01%	506
2020 Q4	$16K	Buy	+170	New	+$14.6K	0.01%	503

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

Liberty Wealth Management's SDG Position: Q4 2021 in Review

Liberty Wealth Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2021, closing a stake of 364 shares — an estimated $35K sold.

Liberty Wealth Management first reported a position in SDG in Q4 2020 and held it in 4 quarters. The position peaked at $36K in Q2 2021. 126 funds tracked by Wall St. Rank hold SDG as of Q4 2021.

Liberty Wealth Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 364 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2021, an estimated $35K.
Liberty Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 4 quarters.
Liberty Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $36K in Q2 2021.
126 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.