PRW Wealth Management
SDG icon

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

PRW 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
2021
Q3 		– Sell
-3,469
Closed -$345K – 254
2021
Q2 		$345K Buy
+3,469
New +$338K 0.1% 192

Other funds holding SDG

Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Raymond James Financial Services Advisors
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Harvest Group Wealth Management
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Federation des caisses Desjardins du Quebec
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

PRW Wealth Management's SDG Position: Q3 2021 in Review

PRW Wealth Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2021, closing a stake of 3,469 shares — an estimated $345K sold.

PRW Wealth Management first reported a position in SDG in Q2 2021 and held it in 1 quarter. The position peaked at $345K in Q2 2021. 116 funds tracked by Wall St. Rank hold SDG as of Q3 2021.

  • PRW Wealth Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 3,469 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2021, an estimated $345K.
  • PRW Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $345K in Q2 2021.
  • 116 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.