Sharkey, Howes & Javer’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Sharkey, Howes & Javer’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
2023 Q2	–	Sell	-3,489	Closed	-$276K	–	98
2023 Q1	$276K	Sell	3,489 -3,725	-52%	-$297K	0.06%	82
2022 Q4	$569K	Sell	7,214 -2,956	-29%	-$225K	0.13%	67
2022 Q3	$721K	Sell	10,170 -6,643	-40%	-$526K	0.16%	64
2022 Q2	$1.34M	Buy	+16,813	New	+$1.39M	0.33%	38
2022 Q1	–	Sell	-3,193	Closed	-$290K	–	84
2021 Q4	$290K	Sell	3,193 -5,794	-64%	-$542K	0.07%	71
2021 Q3	$863K	Sell	8,987 -563	-6%	-$55.4K	0.22%	45
2021 Q2	$949K	Buy	9,550 +77	+0.8%	+$7.5K	0.25%	43
2021 Q1	$898K	Buy	9,473 +5,841	+161%	+$564K	0.28%	41
2020 Q4	$339K	Buy	+3,632	New	+$312K	0.11%	58

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 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

Sharkey, Howes & Javer's SDG Position: Q2 2023 in Review

Sharkey, Howes & Javer sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2023, closing a stake of 3,489 shares — an estimated $276K sold.

Sharkey, Howes & Javer first reported a position in SDG in Q4 2020 and held it in 9 quarters. The position peaked at $1.34M in Q2 2022. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2023.

Sharkey, Howes & Javer reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2023 after selling out during the quarter.
Sharkey, Howes & Javer sold 3,489 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2023, an estimated $276K.
Sharkey, Howes & Javer first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 9 quarters.
Sharkey, Howes & Javer's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.34M in Q2 2022.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2023.

Based on Sharkey, Howes & Javer's 13F filing for Q2 2023, filed 14 Jul 2023.