Bank of New York Mellon’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Bank of New York Mellon’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
2024 Q1	–	Sell	-2,537	Closed	-$206K	–	4294
2023 Q4	$206K	Buy	+2,537	New	+$191K	﹤0.01%	3946
2023 Q3	–	Sell	-3,636	Closed	-$287K	–	4399
2023 Q2	$287K	Hold	3,636	–	–	﹤0.01%	3849
2023 Q1	$288K	Hold	3,636	–	–	﹤0.01%	3762
2022 Q4	$287K	Buy	3,636 +1	+0%	+$76	﹤0.01%	3812
2022 Q3	$258K	Hold	3,635	–	–	﹤0.01%	3908
2022 Q2	$290K	Sell	3,635 -152	-4%	-$12.5K	﹤0.01%	3901
2022 Q1	$323K	Sell	3,787 -970	-20%	-$83.8K	﹤0.01%	3977
2021 Q4	$432K	Buy	4,757 +849	+22%	+$79.4K	﹤0.01%	3890
2021 Q3	$376K	Buy	3,908 +152	+4%	+$14.9K	﹤0.01%	3954
2021 Q2	$373K	Buy	3,756 +970	+35%	+$94.5K	﹤0.01%	3903
2021 Q1	$264K	Hold	2,786	–	–	﹤0.01%	3962
2020 Q4	$260K	Buy	+2,786	New	+$239K	﹤0.01%	3881

Other funds holding SDG

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

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

MWM

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DAS

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

FDCDDQ

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bank of New York Mellon's SDG Position: Q1 2024 in Review

Bank of New York Mellon sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2024, closing a stake of 2,537 shares — an estimated $206K sold.

Bank of New York Mellon first reported a position in SDG in Q4 2020 and held it in 12 quarters. The position peaked at $432K in Q4 2021. 115 funds tracked by Wall St. Rank hold SDG as of Q1 2024.

Bank of New York Mellon reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2024 after selling out during the quarter.
Bank of New York Mellon sold 2,537 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2024, an estimated $206K.
Bank of New York Mellon first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 12 quarters.
Bank of New York Mellon's iShares MSCI Global Sustainable Development Goals ETF position peaked at $432K in Q4 2021.
115 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2024.

Based on Bank of New York Mellon's 13F filing for Q1 2024, filed 25 Apr 2024.