Concord Asset Management (Virginia)’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Concord Asset Management (Virginia)’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	-5,250	Closed	-$415K	–	136
2023 Q2	$415K	Buy	5,250 +1,666	+46%	+$132K	0.15%	80
2023 Q1	$284K	Buy	3,584 +501	+16%	+$40K	0.12%	86
2022 Q4	$243K	Buy	+3,083	New	+$235K	0.16%	50

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MWM

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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

Concord Asset Management (Virginia)'s SDG Position: Q3 2023 in Review

Concord Asset Management (Virginia) sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2023, closing a stake of 5,250 shares — an estimated $415K sold.

Concord Asset Management (Virginia) first reported a position in SDG in Q4 2022 and held it in 3 quarters. The position peaked at $415K in Q2 2023. 114 funds tracked by Wall St. Rank hold SDG as of Q3 2023.

Concord Asset Management (Virginia) reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2023 after selling out during the quarter.
Concord Asset Management (Virginia) sold 5,250 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2023, an estimated $415K.
Concord Asset Management (Virginia) first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and held it in 3 quarters.
Concord Asset Management (Virginia)'s iShares MSCI Global Sustainable Development Goals ETF position peaked at $415K in Q2 2023.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2023.

Based on Concord Asset Management (Virginia)'s 13F filing for Q3 2023, filed 7 Nov 2024.