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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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.