BCI
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Brinker Capital Investments’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Brinker Capital Investments’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
-10,708
Closed -$845K – 1639
2022
Q4 		$845K Buy
10,708
+326
+3% +$24.8K 0.02% 789
2022
Q3 		$736K Sell
10,382
-6,672
-39% -$529K 0.02% 822
2022
Q2 		$1.36M Sell
17,054
-3,140
-16% -$259K 0.03% 630
2022
Q1 		$1.72M Buy
20,194
+5,377
+36% +$464K 0.03% 584
2021
Q4 		$1.35M Buy
14,817
+79
+0.5% +$7.39K 0.02% 708
2021
Q3 		$1.41M Sell
14,738
-195
-1% -$19.2K 0.02% 648
2021
Q2 		$1.48M Sell
14,933
-313
-2% -$30.5K 0.02% 692
2021
Q1 		$1.45M Sell
15,246
-724
-5% -$69.9K 0.02% 588
2020
Q4 		$1.49M Sell
15,970
-3,125
-16% -$268K 0.02% 614
2020
Q3 		$1.54M Sell
19,095
-3,466
-15% -$267K 0.03% 556
2020
Q2 		$1.54M Sell
22,561
-1,901
-8% -$121K 0.06% 178
2020
Q1 		$1.41M Sell
24,462
-375
-2% -$24.2K 0.06% 177
2019
Q4 		$1.63M Sell
24,837
-2,001
-7% -$124K 0.05% 194
2019
Q3 		$1.57M Buy
26,838
+1,793
+7% +$103K 0.05% 195
2019
Q2 		$1.45M Sell
25,045
-169
-0.7% -$9.82K 0.05% 230
2019
Q1 		$1.49M Buy
25,214
+1,258
+5% +$71.7K 0.05% 215
2018
Q4 		$1.27M Buy
23,956
+986
+4% +$54.1K 0.04% 211
2018
Q3 		$1.34M Buy
22,970
+840
+4% +$48.6K 0.04% 195
2018
Q2 		$1.25M Buy
22,130
+2,480
+13% +$146K 0.04% 213
2018
Q1 		$1.16M Buy
19,650
+726
+4% +$43.6K 0.04% 209
2017
Q4 		$1.12M Buy
18,924
+398
+2% +$23.3K 0.04% 218
2017
Q3 		$1.07M Buy
18,526
+453
+3% +$25.3K 0.04% 203
2017
Q2 		$1M Buy
18,073
+4,396
+32% +$238K 0.04% 202
2017
Q1 		$704K Buy
13,677
+277
+2% +$13.8K 0.03% 211
2016
Q4 		$639K Sell
13,400
-5
-0% -$239 0.03% 206
2016
Q3 		$671K Buy
+13,405
New +$666K 0.03% 198

Other funds holding SDG

Carson Wealth (CWM LLC)
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
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
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brinker Capital Investments's SDG Position: Q1 2023 in Review

Brinker Capital Investments sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2023, closing a stake of 10,708 shares — an estimated $845K sold.

Brinker Capital Investments first reported a position in SDG in Q3 2016 and held it in 26 quarters. The position peaked at $1.72M in Q1 2022. 123 funds tracked by Wall St. Rank hold SDG as of Q1 2023.

  • Brinker Capital Investments reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2023 after selling out during the quarter.
  • Brinker Capital Investments sold 10,708 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2023, an estimated $845K.
  • Brinker Capital Investments first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2016 and held it in 26 quarters.
  • Brinker Capital Investments's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.72M in Q1 2022.
  • 123 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2023.

Based on Brinker Capital Investments's 13F filing for Q1 2023, filed 31 Jul 2025.