Cornerstone Advisory’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Cornerstone Advisory’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
2022 Q2	–	Sell	-2,597	Closed	-$222K	–	215
2022 Q1	$222K	Sell	2,597 -445	-15%	-$38.4K	0.03%	206
2021 Q4	$276K	Sell	3,042 -40	-1%	-$3.74K	0.04%	216
2021 Q3	$296K	Buy	3,082 +730	+31%	+$71.8K	0.05%	188
2021 Q2	$234K	Buy	+2,352	New	+$229K	0.04%	199

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

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

FDCDDQ

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cornerstone Advisory's SDG Position: Q2 2022 in Review

Cornerstone Advisory sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2022, closing a stake of 2,597 shares — an estimated $222K sold.

Cornerstone Advisory first reported a position in SDG in Q2 2021 and held it in 4 quarters. The position peaked at $296K in Q3 2021. 109 funds tracked by Wall St. Rank hold SDG as of Q2 2022.

Cornerstone Advisory reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2022 after selling out during the quarter.
Cornerstone Advisory sold 2,597 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2022, an estimated $222K.
Cornerstone Advisory first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2021 and held it in 4 quarters.
Cornerstone Advisory's iShares MSCI Global Sustainable Development Goals ETF position peaked at $296K in Q3 2021.
109 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2022.

Based on Cornerstone Advisory's 13F filing for Q2 2022, filed 2 Aug 2022.