Walled Lake Planning & Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Walled Lake Planning & 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
2021 Q4	–	Sell	-674	Closed	-$65K	–	277
2021 Q3	$65K	Buy	+674	New	+$66.3K	0.04%	146

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Walled Lake Planning & Wealth Management's SDG Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2021, closing a stake of 674 shares — an estimated $65K sold.

Walled Lake Planning & Wealth Management first reported a position in SDG in Q3 2021 and held it in 1 quarter. The position peaked at $65K in Q3 2021. 126 funds tracked by Wall St. Rank hold SDG as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 674 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2021, an estimated $65K.
Walled Lake Planning & Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2021 and held it in 1 quarter.
Walled Lake Planning & Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $65K in Q3 2021.
126 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.