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Sound Income Strategies’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Sound Income 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
2021
Q2 		– Sell
-228
Closed -$21.6K – 1020
2021
Q1 		$21.6K Buy
+228
New +$22K ﹤0.01% 347

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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sound Income Strategies's SDG Position: Q2 2021 in Review

Sound Income Strategies sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2021, closing a stake of 228 shares — an estimated $21.6K sold.

Sound Income Strategies first reported a position in SDG in Q1 2021 and held it in 1 quarter. The position peaked at $21.6K in Q1 2021. 112 funds tracked by Wall St. Rank hold SDG as of Q2 2021.

  • Sound Income Strategies reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2021 after selling out during the quarter.
  • Sound Income Strategies sold 228 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2021, an estimated $21.6K.
  • Sound Income Strategies first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2021 and held it in 1 quarter.
  • Sound Income Strategies's iShares MSCI Global Sustainable Development Goals ETF position peaked at $21.6K in Q1 2021.
  • 112 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2021.

Based on Sound Income Strategies's 13F filing for Q2 2021, filed 13 Jul 2021.