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Retirement Income Solutions’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Retirement Income Solutions’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
Q2 		– Sell
-2,828
Closed -$241K – 123
2022
Q1 		$241K Buy
+2,828
New +$244K 0.07% 104

Other funds holding SDG

Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Retirement Income Solutions's SDG Position: Q2 2022 in Review

Retirement Income Solutions sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2022, closing a stake of 2,828 shares — an estimated $241K sold.

Retirement Income Solutions first reported a position in SDG in Q1 2022 and held it in 1 quarter. The position peaked at $241K in Q1 2022. 109 funds tracked by Wall St. Rank hold SDG as of Q2 2022.

  • Retirement Income Solutions reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2022 after selling out during the quarter.
  • Retirement Income Solutions sold 2,828 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2022, an estimated $241K.
  • Retirement Income Solutions first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2022 and held it in 1 quarter.
  • Retirement Income Solutions's iShares MSCI Global Sustainable Development Goals ETF position peaked at $241K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2022.

Based on Retirement Income Solutions's 13F filing for Q2 2022, filed 16 Aug 2022.