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

Arlington Financial 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
2023 Q1	–	Sell	-2,581	Closed	-$204K	–	68
2022 Q4	$204K	Buy	+2,581	New	+$197K	0.09%	62
2022 Q1	–	Sell	-19,014	Closed	-$1.73M	–	73
2021 Q4	$1.73M	Sell	19,014 -968	-5%	-$90.5K	0.58%	39
2021 Q3	$1.92M	Buy	19,982 +1,770	+10%	+$174K	0.75%	34
2021 Q2	$1.81M	Buy	18,212 +297	+2%	+$28.9K	0.69%	34
2021 Q1	$1.7M	Buy	17,915 +2,600	+17%	+$251K	0.69%	35
2020 Q4	$1.43M	Buy	15,315 +2,545	+20%	+$218K	0.6%	35
2020 Q3	$1.03M	Buy	+12,770	New	+$983K	0.53%	37

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Arlington Financial Advisors's SDG Position: Q1 2023 in Review

Arlington Financial Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2023, closing a stake of 2,581 shares — an estimated $204K sold.

Arlington Financial Advisors first reported a position in SDG in Q3 2020 and held it in 7 quarters. The position peaked at $1.92M in Q3 2021. 123 funds tracked by Wall St. Rank hold SDG as of Q1 2023.

Arlington Financial Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2023 after selling out during the quarter.
Arlington Financial Advisors sold 2,581 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2023, an estimated $204K.
Arlington Financial Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and held it in 7 quarters.
Arlington Financial Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.92M in Q3 2021.
123 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2023.

Based on Arlington Financial Advisors's 13F filing for Q1 2023, filed 8 May 2023.