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) 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 $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Arkos Global Advisors's SDG Position: Q1 2022 in Review

Arkos Global Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2022, closing a stake of 5,618 shares — an estimated $510K sold.

Arkos Global Advisors first reported a position in SDG in Q3 2020 and held it in 6 quarters. The position peaked at $561K in Q2 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q1 2022.

Arkos Global Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2022 after selling out during the quarter.
Arkos Global Advisors sold 5,618 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2022, an estimated $510K.
Arkos Global Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and held it in 6 quarters.
Arkos Global Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $561K in Q2 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2022.

Based on Arkos Global Advisors's 13F filing for Q1 2022, filed 12 May 2022.