CFA
SDG icon

Carroll Financial Associates’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$151K Hold
1,660
– – 0.01% 438
2021
Q3 		$159K Buy
1,660
+315
+23% +$31K 0.01% 442
2021
Q2 		$133K Buy
+1,345
New +$131K 0.01% 511

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SC
Sepio Capital Salt Lake City, Utah $1.99B AUM 22.34% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Carroll Financial Associates's SDG Position: Q4 2021 in Review

Carroll Financial Associates held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q4 2021 at 1,660 shares worth $151K. The position accounts for 0.01% of the portfolio, ranked #438.

Carroll Financial Associates first reported a position in SDG in Q2 2021 and has held it in 3 quarters since. The position peaked at $159K in Q3 2021. 126 funds tracked by Wall St. Rank hold SDG as of Q4 2021.

  • Carroll Financial Associates held 1,660 shares of iShares MSCI Global Sustainable Development Goals ETF worth $151K as of Q4 2021.
  • Carroll Financial Associates left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q4 2021.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #438 holding.
  • Carroll Financial Associates first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2021 and has held it in 3 quarters since.
  • Carroll Financial Associates's iShares MSCI Global Sustainable Development Goals ETF position peaked at $159K in Q3 2021.
  • 126 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.