Ameritas Investment Company’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Ameritas Investment Company’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 Q3	$352K	Buy	3,660 +50	+1%	+$4.92K	0.02%	513
2021 Q2	$359K	Buy	+3,610	New	+$352K	0.02%	516
2020 Q2	–	Sell	-703	Closed	-$39K	–	1370
2020 Q1	$39K	Sell	703 -1	-0.1%	-$65	0.01%	784
2019 Q4	$46K	Buy	704 +204	+41%	+$12.6K	0.01%	589
2019 Q3	$29K	Buy	+500	New	+$28.9K	0.01%	818
2019 Q1	–	Sell	-1,711	Closed	-$91K	–	1644
2018 Q4	$91K	Buy	+1,711	New	+$93.8K	0.02%	450

Other funds holding SDG

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

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 Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Ameritas Investment Company's SDG Position: Q3 2021 in Review

Ameritas Investment Company increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 1.4% in Q3 2021, buying an estimated $4.92K and bringing the position to 3,660 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #513.

Ameritas Investment Company first reported a position in SDG in Q4 2018 and has held it in 6 quarters since. The position peaked at $359K in Q2 2021. 116 funds tracked by Wall St. Rank hold SDG as of Q3 2021.

Ameritas Investment Company held 3,660 shares of iShares MSCI Global Sustainable Development Goals ETF worth $352K as of Q3 2021.
Ameritas Investment Company bought 50 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2021, an estimated $4.92K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.02% of Ameritas Investment Company's portfolio in Q3 2021, its #513 holding.
Ameritas Investment Company first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2018 and has held it in 6 quarters since.
Ameritas Investment Company's iShares MSCI Global Sustainable Development Goals ETF position peaked at $359K in Q2 2021.
116 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2021.

Based on Ameritas Investment Company's 13F filing for Q3 2021, filed 12 Nov 2021.