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

Annapolis Financial Services’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
2024 Q3	$882K	Hold	10,400	–	–	0.26%	54
2024 Q2	$781K	Hold	10,400	–	–	0.25%	57
2024 Q1	$819K	Hold	10,400	–	–	0.27%	57
2023 Q4	$843K	Sell	10,400 -30	-0.3%	-$2.26K	0.21%	73
2023 Q3	$777K	Buy	10,430 +30	+0.3%	+$2.36K	0.22%	70
2023 Q2	$822K	Hold	10,400	–	–	0.23%	68
2023 Q1	$824K	Hold	10,400	–	–	0.25%	64
2022 Q4	$821K	Hold	10,400	–	–	0.27%	61
2022 Q3	$737K	Hold	10,400	–	–	0.27%	62
2022 Q2	$831K	Hold	10,400	–	–	0.3%	57
2022 Q1	$887K	Hold	10,400	–	–	0.29%	57
2021 Q4	$944K	Hold	10,400	–	–	0.29%	59
2021 Q3	$999K	Hold	10,400	–	–	0.33%	55
2021 Q2	$1.03M	Hold	10,400	–	–	0.35%	51
2021 Q1	$986K	Hold	10,400	–	–	0.36%	47
2020 Q4	$971K	Buy	+10,400	New	+$893K	0.38%	46

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 $4.86B AUM 22.78% 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

DAS

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Annapolis Financial Services's SDG Position: Q3 2024 in Review

Annapolis Financial Services held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q3 2024 at 10,400 shares worth $882K. The position accounts for 0.26% of the portfolio, ranked #54.

Annapolis Financial Services first reported a position in SDG in Q4 2020 and has held it in 16 quarters since. The position peaked at $1.03M in Q2 2021. 118 funds tracked by Wall St. Rank hold SDG as of Q3 2024.

Annapolis Financial Services held 10,400 shares of iShares MSCI Global Sustainable Development Goals ETF worth $882K as of Q3 2024.
Annapolis Financial Services left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q3 2024.
iShares MSCI Global Sustainable Development Goals ETF made up 0.26% of Annapolis Financial Services's portfolio in Q3 2024, its #54 holding.
Annapolis Financial Services first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and has held it in 16 quarters since.
Annapolis Financial Services's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.03M in Q2 2021.
118 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.