Cetera Advisor Networks’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Cetera Advisor Networks’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 Q1	$420K	Buy	5,341 +240	+5%	+$18.6K	﹤0.01%	2044
2023 Q4	$413K	Sell	5,101 -5,484	-52%	-$414K	﹤0.01%	2031
2023 Q3	$789K	Buy	10,585 +216	+2%	+$17K	0.01%	1436
2023 Q2	$820K	Buy	10,369 +3,563	+52%	+$283K	0.01%	1387
2023 Q1	$539K	Buy	6,806 +524	+8%	+$41.8K	﹤0.01%	1642
2022 Q4	$496K	Buy	6,282 +797	+15%	+$60.7K	﹤0.01%	1652
2022 Q3	$389K	Buy	5,485 +1,119	+26%	+$88.7K	﹤0.01%	1444
2022 Q2	$348K	Buy	4,366 +247	+6%	+$20.4K	﹤0.01%	1522
2022 Q1	$351K	Buy	4,119 +1,220	+42%	+$105K	﹤0.01%	1536
2021 Q4	$263K	Buy	+2,899	New	+$271K	﹤0.01%	1693

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 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 $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

DAS

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Cetera Advisor Networks's SDG Position: Q1 2024 in Review

Cetera Advisor Networks increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 4.7% in Q1 2024, buying an estimated $18.6K and bringing the position to 5,341 shares worth $420K. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Cetera Advisor Networks first reported a position in SDG in Q4 2021 and has held it in 10 quarters since. The position peaked at $820K in Q2 2023. 115 funds tracked by Wall St. Rank hold SDG as of Q1 2024.

Cetera Advisor Networks held 5,341 shares of iShares MSCI Global Sustainable Development Goals ETF worth $420K as of Q1 2024.
Cetera Advisor Networks bought 240 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2024, an estimated $18.6K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2044 holding.
Cetera Advisor Networks first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and has held it in 10 quarters since.
Cetera Advisor Networks's iShares MSCI Global Sustainable Development Goals ETF position peaked at $820K in Q2 2023.
115 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.