Arjuna Capital’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Arjuna Capital’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 Q1	–	Sell	-879	Closed	-$79K	–	101
2021 Q4	$79K	Hold	879	–	–	0.03%	96
2021 Q3	$85K	Hold	879	–	–	0.03%	105
2021 Q2	$88K	Hold	879	–	–	0.04%	107
2021 Q1	$84K	Sell	879 -842	-49%	-$81.2K	0.04%	93
2020 Q4	$161K	Buy	1,721 +842	+96%	+$72.3K	0.09%	92
2020 Q3	$71K	Hold	879	–	–	0.04%	85
2020 Q2	$60K	Buy	+879	New	+$55.8K	0.04%	87
2020 Q1	–	Sell	-174	Closed	-$11K	–	93
2019 Q4	$11K	Buy	174 +137	+370%	+$8.49K	0.01%	87
2019 Q3	$2K	Sell	37 -842	-96%	-$48.6K	﹤0.01%	75
2019 Q2	$51K	Buy	879 +842	+2,276%	+$48.9K	0.04%	89
2019 Q1	$2K	Buy	+37	New	+$2.11K	﹤0.01%	93

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FDCDDQ

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Arjuna Capital's SDG Position: Q1 2022 in Review

Arjuna Capital sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2022, closing a stake of 879 shares — an estimated $79K sold.

Arjuna Capital first reported a position in SDG in Q1 2019 and held it in 11 quarters. The position peaked at $161K in Q4 2020. 114 funds tracked by Wall St. Rank hold SDG as of Q1 2022.

Arjuna Capital reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2022 after selling out during the quarter.
Arjuna Capital sold 879 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2022, an estimated $79K.
Arjuna Capital first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2019 and held it in 11 quarters.
Arjuna Capital's iShares MSCI Global Sustainable Development Goals ETF position peaked at $161K in Q4 2020.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2022.

Based on Arjuna Capital's 13F filing for Q1 2022, filed 12 May 2022.