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

McCarthy 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
2022 Q2	–	Sell	-293	Closed	-$25K	–	243
2022 Q1	$25K	Hold	293	–	–	0.02%	122
2021 Q4	$27K	Buy	293 +4	+1%	+$374	0.02%	126
2021 Q3	$28K	Hold	289	–	–	0.02%	121
2021 Q2	$29K	Buy	289 +93	+47%	+$9.06K	0.02%	134
2021 Q1	$19K	Buy	+196	New	+$18.9K	0.01%	154

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

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

McCarthy Asset Management's SDG Position: Q2 2022 in Review

McCarthy Asset Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2022, closing a stake of 293 shares — an estimated $25K sold.

McCarthy Asset Management first reported a position in SDG in Q1 2021 and held it in 5 quarters. The position peaked at $29K in Q2 2021. 109 funds tracked by Wall St. Rank hold SDG as of Q2 2022.

McCarthy Asset Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 293 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2022, an estimated $25K.
McCarthy Asset Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2021 and held it in 5 quarters.
McCarthy Asset Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $29K in Q2 2021.
109 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.