VCM
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Vivaldi Capital Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Vivaldi Capital 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
2021
Q4 		– Sell
-2,120
Closed -$204K – 229
2021
Q3 		$204K Hold
2,120
– – 0.04% 225
2021
Q2 		$211K Hold
2,120
– – 0.04% 220
2021
Q1 		$204K Buy
+2,120
New +$205K 0.04% 229

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Commonwealth Equity Services
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MWM
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HGWM
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Bank of America
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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

Vivaldi Capital Management's SDG Position: Q4 2021 in Review

Vivaldi Capital Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2021, closing a stake of 2,120 shares — an estimated $204K sold.

Vivaldi Capital Management first reported a position in SDG in Q1 2021 and held it in 3 quarters. The position peaked at $211K in Q2 2021. 126 funds tracked by Wall St. Rank hold SDG as of Q4 2021.

  • Vivaldi Capital Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2021 after selling out during the quarter.
  • Vivaldi Capital Management sold 2,120 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2021, an estimated $204K.
  • Vivaldi Capital Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2021 and held it in 3 quarters.
  • Vivaldi Capital Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $211K in Q2 2021.
  • 126 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2021.

Based on Vivaldi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.