Merriman Wealth Management’s Impact Shares Sustainable Development Goals Global Equity ETF SDGA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-10,300
Closed -$221K 230
2022
Q4
$221K Buy
+10,300
New +$223K 0.01% 191

Merriman Wealth Management's SDGA Position: Q1 2023 in Review

Merriman Wealth Management sold out of Impact Shares Sustainable Development Goals Global Equity ETF (SDGA) in Q1 2023, closing a stake of 10,300 shares — an estimated $221K sold.

Merriman Wealth Management first reported a position in SDGA in Q4 2022 and held it in 1 quarter. The position peaked at $221K in Q4 2022. 0 funds tracked by Wall St. Rank hold SDGA as of Q1 2023.

  • Merriman Wealth Management reported no remaining Impact Shares Sustainable Development Goals Global Equity ETF position as of Q1 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 10,300 Impact Shares Sustainable Development Goals Global Equity ETF shares in Q1 2023, an estimated $221K.
  • Merriman Wealth Management first reported a position in Impact Shares Sustainable Development Goals Global Equity ETF in Q4 2022 and held it in 1 quarter.
  • Merriman Wealth Management's Impact Shares Sustainable Development Goals Global Equity ETF position peaked at $221K in Q4 2022.
  • 0 funds tracked by Wall St. Rank held Impact Shares Sustainable Development Goals Global Equity ETF as of Q1 2023.

Based on Merriman Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.