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

Avestar 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
2019 Q3	–	Sell	-250	Closed	-$14K	–	713
2019 Q2	$14K	Hold	250	–	–	0.01%	451
2019 Q1	$14K	Sell	250 -250	-50%	-$14.3K	0.01%	427
2018 Q4	$26K	Hold	500	–	–	0.02%	317
2018 Q3	$29K	Buy	500 +300	+150%	+$17.4K	0.02%	329
2018 Q2	$11K	Buy	+200	New	+$11.8K	0.01%	450

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $4.43B AUM 26.6% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

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

FDCC

Foster Dykema Cabot & Co Waltham, Massachusetts $827M AUM 18.87% 1-Year Est. Return

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

FDCDDQ

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

Avestar Capital's SDG Position: Q3 2019 in Review

Avestar Capital sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2019, closing a stake of 250 shares — an estimated $14K sold.

Avestar Capital first reported a position in SDG in Q2 2018 and held it in 5 quarters. The position peaked at $29K in Q3 2018. 33 funds tracked by Wall St. Rank hold SDG as of Q3 2019.

Avestar Capital reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2019 after selling out during the quarter.
Avestar Capital sold 250 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2019, an estimated $14K.
Avestar Capital first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2018 and held it in 5 quarters.
Avestar Capital's iShares MSCI Global Sustainable Development Goals ETF position peaked at $29K in Q3 2018.
33 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2019.

Based on Avestar Capital's 13F filing for Q3 2019, filed 14 Nov 2019.