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

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Monumental Financial Group's SDG Position: Q1 2024 in Review

Monumental Financial Group sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2024, closing a stake of 3,480 shares — an estimated $282K sold.

Monumental Financial Group first reported a position in SDG in Q2 2021 and held it in 4 quarters. The position peaked at $282K in Q4 2023. 115 funds tracked by Wall St. Rank hold SDG as of Q1 2024.

Monumental Financial Group reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2024 after selling out during the quarter.
Monumental Financial Group sold 3,480 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2024, an estimated $282K.
Monumental Financial Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2021 and held it in 4 quarters.
Monumental Financial Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $282K in Q4 2023.
115 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2024.

Based on Monumental Financial Group's 13F filing for Q1 2024, filed 16 Apr 2024.