MHS
SDG icon

M Holdings Securities’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

M Holdings Securities’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
2024
Q3 		– Sell
-4,692
Closed -$352K – 260
2024
Q2 		$352K Buy
+4,692
New +$365K 0.05% 216

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

M Holdings Securities's SDG Position: Q3 2024 in Review

M Holdings Securities sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2024, closing a stake of 4,692 shares — an estimated $352K sold.

M Holdings Securities first reported a position in SDG in Q2 2024 and held it in 1 quarter. The position peaked at $352K in Q2 2024. 118 funds tracked by Wall St. Rank hold SDG as of Q3 2024.

  • M Holdings Securities reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2024 after selling out during the quarter.
  • M Holdings Securities sold 4,692 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2024, an estimated $352K.
  • M Holdings Securities first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2024 and held it in 1 quarter.
  • M Holdings Securities's iShares MSCI Global Sustainable Development Goals ETF position peaked at $352K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2024.

Based on M Holdings Securities's 13F filing for Q3 2024, filed 12 Nov 2024.