Baker Avenue Asset Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Baker Avenue Asset Management’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 Q4	–	Sell	-75,698	Closed	-$4.42M	–	268
2019 Q3	$4.42M	Buy	75,698 +40,013	+112%	+$2.31M	0.35%	72
2019 Q2	$2.06M	Buy	+35,685	New	+$2.07M	0.17%	92

Other funds holding SDG

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 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

FDCC

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCDDQ

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

Baker Avenue Asset Management's SDG Position: Q4 2019 in Review

Baker Avenue Asset Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2019, closing a stake of 75,698 shares — an estimated $4.42M sold.

Baker Avenue Asset Management first reported a position in SDG in Q2 2019 and held it in 2 quarters. The position peaked at $4.42M in Q3 2019. 39 funds tracked by Wall St. Rank hold SDG as of Q4 2019.

Baker Avenue Asset Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2019 after selling out during the quarter.
Baker Avenue Asset Management sold 75,698 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2019, an estimated $4.42M.
Baker Avenue Asset Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2019 and held it in 2 quarters.
Baker Avenue Asset Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $4.42M in Q3 2019.
39 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2019.

Based on Baker Avenue Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.