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TCI Wealth Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

TCI Wealth Advisors’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
Q4 		– Sell
-83
Closed -$8K – 2491
2021
Q3 		$8K Buy
+83
New +$8.16K ﹤0.01% 1286

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

TCI Wealth Advisors's SDG Position: Q4 2021 in Review

TCI Wealth Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2021, closing a stake of 83 shares — an estimated $8K sold.

TCI Wealth Advisors first reported a position in SDG in Q3 2021 and held it in 1 quarter. The position peaked at $8K in Q3 2021. 126 funds tracked by Wall St. Rank hold SDG as of Q4 2021.

  • TCI Wealth Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2021 after selling out during the quarter.
  • TCI Wealth Advisors sold 83 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2021, an estimated $8K.
  • TCI Wealth Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2021 and held it in 1 quarter.
  • TCI Wealth Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $8K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2021.

Based on TCI Wealth Advisors's 13F filing for Q4 2021, filed 24 Jan 2022.