MISSION WEALTH MANAGEMENT, LP

Position in SDG — iShares MSCI Global Sustainable Development Goals ETF

CIK 1645382 Santa Barbara, CA

All Filings in SDG

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SDG	$235,068	2,800	+14.1%	Shares	Sole	2026-05-15
2025-12-31 SDG	$206,772	2,455	+0.0%	Shares	Sole	2026-02-05
2025-09-30 SDG	$204,172	2,454	-82.4%	Shares	Sole	2025-11-04
2025-03-31 SDG	$1,009,478	13,945	-87.1%	Shares	Sole	2025-04-17
2024-12-31 SDG	$7,717,674	107,849	-8.6%	Shares	Sole	2025-02-06
2024-09-30 SDG	$10,007,085	118,022	-3.8%	Shares	Sole	2024-10-31
2024-06-30 SDG	$9,212,139	122,714	-11.1%	Shares	Sole	2024-08-05
2024-03-31 SDG	$10,859,145	137,964	+1.6%	Shares	Sole	2024-04-30
2023-12-31 SDG	$11,004,644	135,776	+1.3%	Shares	Sole	2024-02-05
2023-09-30 SDG	$9,989,927	134,057	-1.4%	Shares	Sole	2023-10-24
2023-06-30 SDG	$10,742,736	135,898	-1.0%	Shares	Sole	2023-08-04
2023-03-31 SDG	$10,871,599	137,285	+0.3%	Shares	Sole	2023-04-07
2022-12-31 SDG	$10,796,624	136,822	-2.9%	Shares	Sole	2023-02-02
2022-09-30 SDG	$9,986,929	140,919	-2.9%	Shares	Sole	2022-10-12
2022-06-30 SDG	$11,593,942	145,142	+21.1%	Shares	Sole	2022-07-27
2022-03-31 SDG	$10,224,569	119,866	+12.5%	Shares	Sole	2022-04-25
2021-12-31 SDG	$9,666,756	106,509	+21.0%	Shares	Sole	2022-02-11
2021-09-30 SDG	$8,454,240	88,010	+8.8%	Shares	Sole	2021-11-05
2021-06-30 SDG	$8,034,859	80,858	+8.9%	Shares	Sole	2021-08-10
2021-03-31 SDG	$7,040,068	74,231	+13.6%	Shares	Sole	2021-05-10
2020-12-31 SDG	$6,101,496	65,358	+25.0%	Shares	Sole	2021-01-19
2020-09-30 SDG	$4,206,629	52,279	+10.8%	Shares	Sole	2020-10-16
2020-06-30 SDG	$3,214,981	47,173	+16.4%	Shares	Sole	2020-08-03
2020-03-31 SDG	$2,329,302	40,523	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.