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

Sugarloaf 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
2022
Q3 		– Sell
-33
Closed -$3K – 877
2022
Q2 		$3K Hold
33
– – ﹤0.01% 674
2022
Q1 		$3K Hold
33
– – ﹤0.01% 622
2021
Q4 		$3K Hold
33
– – ﹤0.01% 647
2021
Q3 		$3K Hold
33
– – ﹤0.01% 663
2021
Q2 		$3K Sell
33
-67
-67% -$6.53K ﹤0.01% 656
2021
Q1 		$3 Buy
100
+67
+203% +$6.46K ﹤0.01% 645
2020
Q4 		$3K Hold
33
– – ﹤0.01% 612
2020
Q3 		$3K Hold
33
– – ﹤0.01% 587
2020
Q2 		$2K Hold
33
– – ﹤0.01% 618
2020
Q1 		$2K Buy
33
+15
+83% +$968 ﹤0.01% 614
2019
Q4 		$1K Buy
+18
New +$1.11K ﹤0.01% 679

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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Sugarloaf Wealth Management's SDG Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2022, closing a stake of 33 shares — an estimated $3K sold.

Sugarloaf Wealth Management first reported a position in SDG in Q4 2019 and held it in 11 quarters. The position peaked at $3K in Q2 2022. 112 funds tracked by Wall St. Rank hold SDG as of Q3 2022.

  • Sugarloaf Wealth Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2022 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 33 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2022, an estimated $3K.
  • Sugarloaf Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2019 and held it in 11 quarters.
  • Sugarloaf Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $3K in Q2 2022.
  • 112 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.