PSI Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

PSI Advisors’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
2022 Q4	–	Sell	-350	Closed	-$25K	–	811
2022 Q3	$25K	Hold	350	–	–	0.01%	303
2022 Q2	$28K	Hold	350	–	–	0.01%	313
2022 Q1	$30K	Hold	350	–	–	0.01%	317
2021 Q4	$32K	Hold	350	–	–	0.01%	325
2021 Q3	$34K	Buy	+350	New	+$34.4K	0.02%	323

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PSI Advisors's SDG Position: Q4 2022 in Review

PSI Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2022, closing a stake of 350 shares — an estimated $25K sold.

PSI Advisors first reported a position in SDG in Q3 2021 and held it in 5 quarters. The position peaked at $34K in Q3 2021. 124 funds tracked by Wall St. Rank hold SDG as of Q4 2022.

PSI Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2022 after selling out during the quarter.
PSI Advisors sold 350 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2022, an estimated $25K.
PSI Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2021 and held it in 5 quarters.
PSI Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $34K in Q3 2021.
124 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2022.

Based on PSI Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.