MFG
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Monumental Financial Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Monumental Financial Group’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
2024
Q1 		– Sell
-3,480
Closed -$282K – 43
2023
Q4 		$282K Buy
+3,480
New +$263K 0.17% 39
2023
Q2 		– Sell
-2,037
Closed -$161K – 77
2023
Q1 		$161K Buy
+2,037
New +$162K 0.12% 51
2022
Q2 		– Sell
-1,724
Closed -$147K – 57
2022
Q1 		$147K Buy
+1,724
New +$149K 0.12% 26
2021
Q3 		– Sell
-1,663
Closed -$165K – 79
2021
Q2 		$165K Buy
+1,663
New +$162K 0.14% 27

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Jane Street
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MWM
Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Citigroup
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return