Advisornet Financial’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Advisornet Financial’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 Q4	–	Sell	-761	Closed	-$56.7K	–	2488
2023 Q3	$56.7K	Buy	+761	New	+$59.9K	0.01%	753
2022 Q1	–	Sell	-450	Closed	-$41K	–	2180
2021 Q4	$41K	Hold	450	–	–	﹤0.01%	1083
2021 Q3	$43K	Hold	450	–	–	﹤0.01%	1051
2021 Q2	$45K	Hold	450	–	–	﹤0.01%	1022
2021 Q1	$43K	Hold	450	–	–	﹤0.01%	982
2020 Q4	$42K	Sell	450 -151	-25%	-$13K	﹤0.01%	916
2020 Q3	$48K	Buy	601 +151	+34%	+$11.6K	﹤0.01%	861
2020 Q2	$31K	Buy	+450	New	+$28.6K	﹤0.01%	986
2020 Q1	–	Sell	-450	Closed	-$29K	–	1913
2019 Q4	$29K	Buy	450 +50	+13%	+$3.1K	﹤0.01%	1072
2019 Q3	$23K	Hold	400	–	–	﹤0.01%	1150
2019 Q2	$23K	Hold	400	–	–	﹤0.01%	1025
2019 Q1	$24K	Buy	+400	New	+$22.8K	﹤0.01%	948

Other funds holding SDG

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

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

MWM

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FDCDDQ

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Advisornet Financial's SDG Position: Q4 2023 in Review

Advisornet Financial sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2023, closing a stake of 761 shares — an estimated $56.7K sold.

Advisornet Financial first reported a position in SDG in Q1 2019 and held it in 12 quarters. The position peaked at $56.7K in Q3 2023. 122 funds tracked by Wall St. Rank hold SDG as of Q4 2023.

Advisornet Financial reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2023 after selling out during the quarter.
Advisornet Financial sold 761 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2023, an estimated $56.7K.
Advisornet Financial first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2019 and held it in 12 quarters.
Advisornet Financial's iShares MSCI Global Sustainable Development Goals ETF position peaked at $56.7K in Q3 2023.
122 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.