Advisor Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Advisor Group’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
2019 Q4	$25K	Buy	375 +211	+129%	+$13.1K	﹤0.01%	3845
2019 Q3	$10K	Hold	164	–	–	﹤0.01%	4351
2019 Q2	$9K	Sell	164 -941	-85%	-$54.7K	﹤0.01%	4434
2019 Q1	$65K	Buy	1,105 +500	+83%	+$28.5K	﹤0.01%	3195
2018 Q4	$32K	Sell	605 -668	-52%	-$36.6K	﹤0.01%	3500
2018 Q3	$74K	Sell	1,273 -52	-4%	-$3.01K	﹤0.01%	2979
2018 Q2	$75K	Sell	1,325 -1,149	-46%	-$67.5K	﹤0.01%	2771
2018 Q1	$146K	Buy	2,474 +500	+25%	+$30K	﹤0.01%	2232
2017 Q4	$117K	Buy	1,974 +1,824	+1,216%	+$107K	﹤0.01%	2449
2017 Q3	$9K	Buy	+150	New	+$8.39K	﹤0.01%	4053

Other funds holding SDG

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

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

FDCC

Foster Dykema Cabot & Co Waltham, Massachusetts $827M AUM 18.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCDDQ

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

Advisor Group's SDG Position: Q4 2019 in Review

Advisor Group increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 129% in Q4 2019, buying an estimated $13.1K and bringing the position to 375 shares worth $25K. The position accounts for ﹤0.01% of the portfolio, ranked #3845.

Advisor Group first reported a position in SDG in Q3 2017 and has held it in 10 quarters since. The position peaked at $146K in Q1 2018. 39 funds tracked by Wall St. Rank hold SDG as of Q4 2019.

Advisor Group held 375 shares of iShares MSCI Global Sustainable Development Goals ETF worth $25K as of Q4 2019.
Advisor Group bought 211 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2019, an estimated $13.1K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3845 holding.
Advisor Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2017 and has held it in 10 quarters since.
Advisor Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $146K in Q1 2018.
39 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.