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

Cetera Advisors’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
2023 Q3	–	Sell	-2,954	Closed	-$234K	–	1788
2023 Q2	$234K	Buy	+2,954	New	+$235K	﹤0.01%	1433
2019 Q2	–	Sell	-150	Closed	-$9K	–	1225
2019 Q1	$9K	Buy	+150	New	+$8.55K	﹤0.01%	1148

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

FDCDDQ

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

DAS

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

Cetera Advisors's SDG Position: Q3 2023 in Review

Cetera Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2023, closing a stake of 2,954 shares — an estimated $234K sold.

Cetera Advisors first reported a position in SDG in Q1 2019 and held it in 2 quarters. The position peaked at $234K in Q2 2023. 114 funds tracked by Wall St. Rank hold SDG as of Q3 2023.

Cetera Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2023 after selling out during the quarter.
Cetera Advisors sold 2,954 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2023, an estimated $234K.
Cetera Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2019 and held it in 2 quarters.
Cetera Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $234K in Q2 2023.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2023.

Based on Cetera Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.