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

Abacus Wealth 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
-26,474
Closed -$2.51M – 123
2021
Q1 		$2.51M Hold
26,474
– – 1.79% 10
2020
Q4 		$2.47M Buy
+26,474
New +$2.27M 2.16% 9

Other funds holding SDG

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Bank of America
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RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Abacus Wealth Partners's SDG Position: Q2 2021 in Review

Abacus Wealth Partners sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2021, closing a stake of 26,474 shares — an estimated $2.51M sold.

Abacus Wealth Partners first reported a position in SDG in Q4 2020 and held it in 2 quarters. The position peaked at $2.51M in Q1 2021. 112 funds tracked by Wall St. Rank hold SDG as of Q2 2021.

  • Abacus Wealth Partners reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2021 after selling out during the quarter.
  • Abacus Wealth Partners sold 26,474 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2021, an estimated $2.51M.
  • Abacus Wealth Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 2 quarters.
  • Abacus Wealth Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $2.51M in Q1 2021.
  • 112 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2021.

Based on Abacus Wealth Partners's 13F filing for Q2 2021, filed 31 May 2023.