Brown Advisory’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Brown Advisory’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
2022 Q2	–	Sell	-2,755	Closed	-$235K	–	1145
2022 Q1	$235K	Hold	2,755	–	–	﹤0.01%	1022
2021 Q4	$250K	Buy	+2,755	New	+$258K	﹤0.01%	1100

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 $4.86B AUM 22.78% 1-Year Est. Return

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

FDCDDQ

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

Brown Advisory's SDG Position: Q2 2022 in Review

Brown Advisory sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2022, closing a stake of 2,755 shares — an estimated $235K sold.

Brown Advisory first reported a position in SDG in Q4 2021 and held it in 2 quarters. The position peaked at $250K in Q4 2021. 109 funds tracked by Wall St. Rank hold SDG as of Q2 2022.

Brown Advisory reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2022 after selling out during the quarter.
Brown Advisory sold 2,755 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2022, an estimated $235K.
Brown Advisory first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and held it in 2 quarters.
Brown Advisory's iShares MSCI Global Sustainable Development Goals ETF position peaked at $250K in Q4 2021.
109 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2022.

Based on Brown Advisory's 13F filing for Q2 2022, filed 2 Aug 2022.