Cedar Brook Financial Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Cedar Brook Financial Partners’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	-4,426	Closed	-$348K	–	340
2024 Q1	$348K	Hold	4,426	–	–	0.07%	283
2023 Q4	$351K	Sell	4,426 -221	-5%	-$16.7K	0.08%	258
2023 Q3	$346K	Sell	4,647 -2	-0%	-$157	0.09%	223
2023 Q2	$368K	Buy	4,649 +44	+1%	+$3.49K	0.09%	236
2023 Q1	$365K	Buy	4,605 +275	+6%	+$21.9K	0.09%	235
2022 Q4	$342K	Sell	4,330 -560	-11%	-$42.7K	0.1%	241
2022 Q3	$347K	Buy	4,890 +37	+0.8%	+$2.93K	0.11%	210
2022 Q2	$388K	Buy	4,853 +122	+3%	+$10.1K	0.12%	194
2022 Q1	$404K	Sell	4,731 -303	-6%	-$26.2K	0.1%	213
2021 Q4	$457K	Buy	5,034 +7	+0.1%	+$655	0.12%	196
2021 Q3	$483K	Sell	5,027 -270	-5%	-$26.5K	0.15%	167
2021 Q2	$526K	Buy	5,297 +859	+19%	+$83.7K	0.15%	170
2021 Q1	$421K	Buy	+4,438	New	+$428K	0.15%	171

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

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 $235B AUM 32.99% 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

Cedar Brook Financial Partners's SDG Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2024, closing a stake of 4,426 shares — an estimated $348K sold.

Cedar Brook Financial Partners first reported a position in SDG in Q1 2021 and held it in 13 quarters. The position peaked at $526K in Q2 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2024.

Cedar Brook Financial Partners reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 4,426 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2024, an estimated $348K.
Cedar Brook Financial Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2021 and held it in 13 quarters.
Cedar Brook Financial Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $526K in Q2 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.