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Retirement Capital Strategies’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Retirement Capital Strategies’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
2020
Q4 		– Sell
-13,310
Closed -$1.03M – 72
2020
Q3 		$1.03M Buy
+13,310
New +$1.02M 0.48% 34

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

Retirement Capital Strategies's SDG Position: Q4 2020 in Review

Retirement Capital Strategies sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2020, closing a stake of 13,310 shares — an estimated $1.03M sold.

Retirement Capital Strategies first reported a position in SDG in Q3 2020 and held it in 1 quarter. The position peaked at $1.03M in Q3 2020. 83 funds tracked by Wall St. Rank hold SDG as of Q4 2020.

  • Retirement Capital Strategies reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2020 after selling out during the quarter.
  • Retirement Capital Strategies sold 13,310 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2020, an estimated $1.03M.
  • Retirement Capital Strategies first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and held it in 1 quarter.
  • Retirement Capital Strategies's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.03M in Q3 2020.
  • 83 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2020.

Based on Retirement Capital Strategies's 13F filing for Q4 2020, filed 12 Feb 2021.