American Portfolios Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

American Portfolios Advisors’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
2022 Q3	$137K	Sell	1,937 -290	-13%	-$23K	0.01%	1181
2022 Q2	$178K	Buy	2,227 +12	+0.5%	+$989	0.01%	1097
2022 Q1	$189K	Hold	2,215	–	–	0.01%	1181
2021 Q4	$201K	Buy	2,215 +1,111	+101%	+$104K	0.01%	1160
2021 Q3	$106K	Buy	1,104 +217	+24%	+$21.3K	﹤0.01%	1431
2021 Q2	$88.1K	Buy	887 +734	+480%	+$71.5K	﹤0.01%	1476
2021 Q1	$14.5K	Hold	153	–	–	﹤0.01%	2228
2020 Q4	$14.3K	Buy	+153	New	+$13.1K	﹤0.01%	1966
2018 Q4	–	Sell	-539	Closed	-$31.4K	–	2546
2018 Q3	$31.4K	Hold	539	–	–	﹤0.01%	1304
2018 Q2	$30.5K	Hold	539	–	–	﹤0.01%	1278
2018 Q1	$31.7K	Buy	+539	New	+$32.3K	﹤0.01%	1208

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

FDCDDQ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

DAS

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

American Portfolios Advisors's SDG Position: Q3 2022 in Review

American Portfolios Advisors reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 13% in Q3 2022, selling an estimated $23K and leaving 1,937 shares worth $137K. The position accounts for 0.01% of the portfolio, ranked #1181.

American Portfolios Advisors first reported a position in SDG in Q1 2018 and has held it in 11 quarters since. The position peaked at $201K in Q4 2021. 112 funds tracked by Wall St. Rank hold SDG as of Q3 2022.

American Portfolios Advisors held 1,937 shares of iShares MSCI Global Sustainable Development Goals ETF worth $137K as of Q3 2022.
American Portfolios Advisors sold 290 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2022, an estimated $23K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1181 holding.
American Portfolios Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2018 and has held it in 11 quarters since.
American Portfolios Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $201K in Q4 2021.
112 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.