Coastline Trust’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Coastline Trust’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 Q4	–	Sell	-3,790	Closed	-$282K	–	267
2023 Q3	$282K	Hold	3,790	–	–	0.04%	229
2023 Q2	$300K	Hold	3,790	–	–	0.04%	242
2023 Q1	$300K	Buy	3,790 +715	+23%	+$57K	0.04%	247
2022 Q4	$243K	Buy	+3,075	New	+$234K	0.04%	262

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

FDCDDQ

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

DAS

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Coastline Trust's SDG Position: Q4 2023 in Review

Coastline Trust sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2023, closing a stake of 3,790 shares — an estimated $282K sold.

Coastline Trust first reported a position in SDG in Q4 2022 and held it in 4 quarters. The position peaked at $300K in Q1 2023. 122 funds tracked by Wall St. Rank hold SDG as of Q4 2023.

Coastline Trust reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2023 after selling out during the quarter.
Coastline Trust sold 3,790 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2023, an estimated $282K.
Coastline Trust first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and held it in 4 quarters.
Coastline Trust's iShares MSCI Global Sustainable Development Goals ETF position peaked at $300K in Q1 2023.
122 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2023.

Based on Coastline Trust's 13F filing for Q4 2023, filed 23 Jan 2024.