WhitTier Trust Company’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

WhitTier Trust Company’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	-5,000	Closed	-$395K	–	1216
2022 Q4	$395K	Hold	5,000	–	–	0.02%	369
2022 Q3	$354K	Hold	5,000	–	–	0.02%	379
2022 Q2	$399K	Hold	5,000	–	–	0.02%	362
2022 Q1	$427K	Hold	5,000	–	–	0.02%	368
2021 Q4	$454K	Hold	5,000	–	–	0.02%	360
2021 Q3	$480K	Hold	5,000	–	–	0.02%	344
2021 Q2	$497K	Hold	5,000	–	–	0.02%	338
2021 Q1	$474K	Hold	5,000	–	–	0.02%	336
2020 Q4	$467K	Hold	5,000	–	–	0.02%	326
2020 Q3	$402K	Hold	5,000	–	–	0.02%	322
2020 Q2	$341K	Hold	5,000	–	–	0.02%	338
2020 Q1	$287K	Hold	5,000	–	–	0.02%	340
2019 Q4	$327K	Hold	5,000	–	–	0.02%	356
2019 Q3	$292K	Hold	5,000	–	–	0.02%	365
2019 Q2	$288K	Hold	5,000	–	–	0.02%	361
2019 Q1	$295K	Hold	5,000	–	–	0.02%	350
2018 Q4	$265K	Buy	+5,000	New	+$274K	0.02%	347

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 $777B AUM 61.18% 1-Year Est. Return

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

FDCDDQ

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

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

WhitTier Trust Company's SDG Position: Q1 2023 in Review

WhitTier Trust Company sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2023, closing a stake of 5,000 shares — an estimated $395K sold.

WhitTier Trust Company first reported a position in SDG in Q4 2018 and held it in 17 quarters. The position peaked at $497K in Q2 2021. 123 funds tracked by Wall St. Rank hold SDG as of Q1 2023.

WhitTier Trust Company reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2023 after selling out during the quarter.
WhitTier Trust Company sold 5,000 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2023, an estimated $395K.
WhitTier Trust Company first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2018 and held it in 17 quarters.
WhitTier Trust Company's iShares MSCI Global Sustainable Development Goals ETF position peaked at $497K in Q2 2021.
123 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2023.

Based on WhitTier Trust Company's 13F filing for Q1 2023, filed 21 Apr 2023.