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TCWP’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

TCWP’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
Q2 		– Sell
-317
Closed -$27K – 1463
2022
Q1 		$27K Buy
+317
New +$27.4K ﹤0.01% 617

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
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TCWP's SDG Position: Q2 2022 in Review

TCWP sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2022, closing a stake of 317 shares — an estimated $27K sold.

TCWP first reported a position in SDG in Q1 2022 and held it in 1 quarter. The position peaked at $27K in Q1 2022. 109 funds tracked by Wall St. Rank hold SDG as of Q2 2022.

  • TCWP reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2022 after selling out during the quarter.
  • TCWP sold 317 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2022, an estimated $27K.
  • TCWP first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2022 and held it in 1 quarter.
  • TCWP's iShares MSCI Global Sustainable Development Goals ETF position peaked at $27K in Q1 2022.
  • 109 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.