LifePlan Financial Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

LifePlan Financial Group’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
2020 Q3	$36K	Buy	+451	New	+$34.7K	0.02%	274

Other funds holding SDG

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

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

FDCC

Foster Dykema Cabot & Co Waltham, Massachusetts $827M AUM 18.87% 1-Year Est. Return

LifePlan Financial Group's SDG Position: Q3 2020 in Review

LifePlan Financial Group opened a new position in iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2020: 451 shares worth $36K. The stake represents 0.02% of the portfolio and ranks #274 among its holdings.

59 funds tracked by Wall St. Rank hold SDG as of Q3 2020.

LifePlan Financial Group held 451 shares of iShares MSCI Global Sustainable Development Goals ETF worth $36K as of Q3 2020.
iShares MSCI Global Sustainable Development Goals ETF was a new LifePlan Financial Group position in Q3 2020.
iShares MSCI Global Sustainable Development Goals ETF made up 0.02% of LifePlan Financial Group's portfolio in Q3 2020, its #274 holding.
59 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.