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Wealthcare Advisory Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-625
Closed -$59K – 1632
2021
Q1 		$59K Buy
+625
New +$60.3K ﹤0.01% 830

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RJFSA
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MWM
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HGWM
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Commonwealth Equity Services
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Jane Street
Jane Street New York $777B AUM 61.18% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealthcare Advisory Partners's SDG Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2021, closing a stake of 625 shares — an estimated $59K sold.

Wealthcare Advisory Partners first reported a position in SDG in Q1 2021 and held it in 1 quarter. The position peaked at $59K in Q1 2021. 112 funds tracked by Wall St. Rank hold SDG as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 625 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2021, an estimated $59K.
  • Wealthcare Advisory Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $59K in Q1 2021.
  • 112 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.