Money Concepts Capital’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Money Concepts Capital’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	-18,544	Closed	-$749K	–	457
2023 Q1	$749K	Buy	18,544 +16,514	+813%	+$1.32M	0.04%	254
2022 Q4	$160K	Sell	2,030 -7	-0.3%	-$533	0.01%	780
2022 Q3	$144K	Sell	2,037 -5	-0.2%	-$396	0.01%	488
2022 Q2	$164K	Buy	2,042 +28	+1%	+$2.31K	0.01%	455
2022 Q1	$172K	Sell	2,014 -17	-0.8%	-$1.47K	0.01%	796
2021 Q4	$184K	Buy	+2,031	New	+$190K	0.02%	501
2021 Q1	$174K	Buy	1,837 +110	+6%	+$10.6K	0.01%	476
2020 Q4	$161K	Buy	+1,727	New	+$148K	0.01%	433

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Money Concepts Capital's SDG Position: Q2 2023 in Review

Money Concepts Capital sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2023, closing a stake of 18,544 shares — an estimated $749K sold.

Money Concepts Capital first reported a position in SDG in Q4 2020 and held it in 8 quarters. The position peaked at $749K in Q1 2023. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2023.

Money Concepts Capital reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2023 after selling out during the quarter.
Money Concepts Capital sold 18,544 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2023, an estimated $749K.
Money Concepts Capital first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 8 quarters.
Money Concepts Capital's iShares MSCI Global Sustainable Development Goals ETF position peaked at $749K in Q1 2023.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2023.

Based on Money Concepts Capital's 13F filing for Q2 2023, filed 1 Aug 2023.