M Financial Asset Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

M Financial Asset 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
2023 Q2	–	Sell	-127	Closed	-$10K	–	12
2023 Q1	$10K	Hold	127	–	–	0.04%	13
2022 Q4	$11K	Hold	127	–	–	0.04%	13
2022 Q3	$9K	Hold	127	–	–	0.04%	14
2022 Q2	$10K	Hold	127	–	–	0.04%	14
2022 Q1	$11K	Buy	127 +10	+9%	+$864	0.05%	13
2021 Q4	$11K	Hold	117	–	–	0.05%	14
2021 Q3	$11K	Hold	117	–	–	0.05%	14
2021 Q2	$12K	Buy	+117	New	+$11.4K	0.07%	13

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 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

M Financial Asset Management's SDG Position: Q2 2023 in Review

M Financial Asset Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2023, closing a stake of 127 shares — an estimated $10K sold.

M Financial Asset Management first reported a position in SDG in Q2 2021 and held it in 8 quarters. The position peaked at $12K in Q2 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2023.

M Financial Asset Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2023 after selling out during the quarter.
M Financial Asset Management sold 127 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2023, an estimated $10K.
M Financial Asset Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2021 and held it in 8 quarters.
M Financial Asset Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $12K in Q2 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2023.

Based on M Financial Asset Management's 13F filing for Q2 2023, filed 26 Sep 2023.