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

Arkos Global 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 Q1	–	Sell	-5,618	Closed	-$510K	–	103
2021 Q4	$510K	Buy	5,618 +6	+0.1%	+$561	0.16%	47
2021 Q3	$539K	Sell	5,612 -37	-0.7%	-$3.64K	0.18%	38
2021 Q2	$561K	Sell	5,649 -15	-0.3%	-$1.46K	0.19%	35
2021 Q1	$537K	Sell	5,664 -74	-1%	-$7.14K	0.21%	35
2020 Q4	$536K	Sell	5,738 -909	-14%	-$78K	0.22%	34
2020 Q3	$535K	Buy	+6,647	New	+$512K	0.25%	35

Other funds holding SDG

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

Bank of America

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

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return