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Meitav Investment House’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Meitav Investment House’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
-3,133
Closed -$247K – 545
2023
Q1 		$247K Buy
+3,133
New +$250K ﹤0.01% 334

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Meitav Investment House's SDG Position: Q2 2023 in Review

Meitav Investment House sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2023, closing a stake of 3,133 shares — an estimated $247K sold.

Meitav Investment House first reported a position in SDG in Q1 2023 and held it in 1 quarter. The position peaked at $247K in Q1 2023. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2023.

  • Meitav Investment House reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2023 after selling out during the quarter.
  • Meitav Investment House sold 3,133 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2023, an estimated $247K.
  • Meitav Investment House first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2023 and held it in 1 quarter.
  • Meitav Investment House's iShares MSCI Global Sustainable Development Goals ETF position peaked at $247K in Q1 2023.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2023.

Based on Meitav Investment House's 13F filing for Q2 2023, filed 24 Jul 2023.