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)

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

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

Bank of America

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return