Baltimore-Washington Financial Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Baltimore-Washington 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 Q3	–	Sell	-56,951	Closed	-$4.5M	–	154
2023 Q2	$4.5M	Buy	56,951 +38,214	+204%	+$3.03M	0.36%	77
2023 Q1	$1.48M	Buy	18,737 +7,939	+74%	+$633K	0.13%	95
2022 Q4	$852K	Buy	10,798 +5,933	+122%	+$452K	0.08%	99
2022 Q3	$344K	Buy	+4,865	New	+$385K	0.03%	116

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FDCDDQ

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Baltimore-Washington Financial Advisors's SDG Position: Q3 2023 in Review

Baltimore-Washington Financial Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2023, closing a stake of 56,951 shares — an estimated $4.5M sold.

Baltimore-Washington Financial Advisors first reported a position in SDG in Q3 2022 and held it in 4 quarters. The position peaked at $4.5M in Q2 2023. 113 funds tracked by Wall St. Rank hold SDG as of Q3 2023.

Baltimore-Washington Financial Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2023 after selling out during the quarter.
Baltimore-Washington Financial Advisors sold 56,951 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2023, an estimated $4.5M.
Baltimore-Washington Financial Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2022 and held it in 4 quarters.
Baltimore-Washington Financial Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $4.5M in Q2 2023.
113 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2023.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.