MinichMacGregor Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

MinichMacGregor Wealth 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 Q1	–	Sell	-301	Closed	-$23.8K	–	545
2022 Q4	$23.8K	Buy	+301	New	+$22.9K	0.01%	282

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 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

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

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

MinichMacGregor Wealth Management's SDG Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2023, closing a stake of 301 shares — an estimated $23.8K sold.

MinichMacGregor Wealth Management first reported a position in SDG in Q4 2022 and held it in 1 quarter. The position peaked at $23.8K in Q4 2022. 123 funds tracked by Wall St. Rank hold SDG as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 301 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2023, an estimated $23.8K.
MinichMacGregor Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and held it in 1 quarter.
MinichMacGregor Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $23.8K in Q4 2022.
123 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.