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Silverlake Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Silverlake 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
2024
Q3 		– Sell
-2,694
Closed -$202K – 297
2024
Q2 		$202K Buy
+2,694
New +$210K 0.08% 263

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MWM
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Wealth Enhancement Advisory Services
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Bank of America
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DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Silverlake Wealth Management's SDG Position: Q3 2024 in Review

Silverlake Wealth Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2024, closing a stake of 2,694 shares — an estimated $202K sold.

Silverlake Wealth Management first reported a position in SDG in Q2 2024 and held it in 1 quarter. The position peaked at $202K in Q2 2024. 118 funds tracked by Wall St. Rank hold SDG as of Q3 2024.

  • Silverlake Wealth Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2024 after selling out during the quarter.
  • Silverlake Wealth Management sold 2,694 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2024, an estimated $202K.
  • Silverlake Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2024 and held it in 1 quarter.
  • Silverlake Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $202K in Q2 2024.
  • 118 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2024.

Based on Silverlake Wealth Management's 13F filing for Q3 2024, filed 10 Oct 2024.