Cary Street Partners Investment Advisory’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Cary Street Partners Investment 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
2024 Q2	–	Sell	-20,824	Closed	-$1.64M	–	764
2024 Q1	$1.64M	Buy	20,824 +662	+3%	+$51.3K	0.07%	273
2023 Q4	$1.63M	Buy	20,162 +1,143	+6%	+$86.2K	0.08%	252
2023 Q3	$1.42M	Buy	19,019 +1,960	+11%	+$154K	0.08%	258
2023 Q2	$1.35M	Hold	17,059	–	–	0.09%	231
2023 Q1	$1.35M	Hold	17,059	–	–	0.1%	206
2022 Q4	$1.35M	Hold	17,059	–	–	0.1%	204
2022 Q3	$1.21M	Buy	+17,059	New	+$1.35M	0.1%	200

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

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

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

DAS

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cary Street Partners Investment Advisory's SDG Position: Q2 2024 in Review

Cary Street Partners Investment Advisory sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2024, closing a stake of 20,824 shares — an estimated $1.64M sold.

Cary Street Partners Investment Advisory first reported a position in SDG in Q3 2022 and held it in 7 quarters. The position peaked at $1.64M in Q1 2024. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2024.

Cary Street Partners Investment Advisory reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2024 after selling out during the quarter.
Cary Street Partners Investment Advisory sold 20,824 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2024, an estimated $1.64M.
Cary Street Partners Investment Advisory first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2022 and held it in 7 quarters.
Cary Street Partners Investment Advisory's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.64M in Q1 2024.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2024.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2024, filed 22 Jul 2024.