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

Wealth Management Partners’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
2023 Q1	–	Sell	-6,000	Closed	-$478K	–	115
2022 Q4	$478K	Hold	6,000	–	–	0.4%	55
2022 Q3	$427K	Sell	6,000 -1,000	-14%	-$79.2K	0.38%	58
2022 Q2	$529K	Buy	7,000 +1,000	+17%	+$82.4K	0.46%	52
2022 Q1	$553K	Sell	6,000 -1,000	-14%	-$86.4K	0.39%	55
2021 Q4	$623K	Buy	7,000 +4,202	+150%	+$393K	0.43%	53
2021 Q3	$269K	Sell	2,798 -285	-9%	-$28K	0.2%	95
2021 Q2	$306K	Sell	3,083 -18	-0.6%	-$1.75K	0.21%	95
2021 Q1	$295K	Sell	3,101 -1,208	-28%	-$117K	0.22%	93
2020 Q4	$431K	Buy	+4,309	New	+$370K	0.34%	67

Other funds holding SDG

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealth Management Partners's SDG Position: Q1 2023 in Review

Wealth Management Partners sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2023, closing a stake of 6,000 shares — an estimated $478K sold.

Wealth Management Partners first reported a position in SDG in Q4 2020 and held it in 9 quarters. The position peaked at $623K in Q4 2021. 122 funds tracked by Wall St. Rank hold SDG as of Q1 2023.

Wealth Management Partners reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2023 after selling out during the quarter.
Wealth Management Partners sold 6,000 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2023, an estimated $478K.
Wealth Management Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 9 quarters.
Wealth Management Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $623K in Q4 2021.
122 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2023.

Based on Wealth Management Partners's 13F filing for Q1 2023, filed 14 Apr 2023.