Financial Management Network’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Financial Management Network’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	-4,216	Closed	-$304K	–	151
2023 Q3	$304K	Sell	4,216 -1,610	-28%	-$127K	0.1%	118
2023 Q2	$462K	Sell	5,826 -6,233	-52%	-$495K	0.16%	89
2023 Q1	$953K	Sell	12,059 -1,825	-13%	-$146K	0.38%	52
2022 Q4	$1.12M	Sell	13,884 -30	-0.2%	-$2.29K	0.5%	40
2022 Q3	$1.03M	Buy	13,914 +516	+4%	+$40.9K	0.51%	40
2022 Q2	$1.08M	Sell	13,398 -2,253	-14%	-$186K	0.57%	39
2022 Q1	$1.36M	Sell	15,651 -12,822	-45%	-$1.11M	0.69%	30
2021 Q4	$2.57M	Buy	28,473 +1,174	+4%	+$110K	1.18%	19
2021 Q3	$2.57M	Buy	27,299 +1,498	+6%	+$147K	1.3%	17
2021 Q2	$2.57M	Buy	25,801 +1,643	+7%	+$160K	1.31%	17
2021 Q1	$2.35M	Buy	24,158 +5,533	+30%	+$534K	1.22%	17
2020 Q4	$1.85M	Buy	+18,625	New	+$1.6M	1.14%	19

Other funds holding SDG

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

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 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 $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

Financial Management Network's SDG Position: Q4 2023 in Review

Financial Management Network sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2023, closing a stake of 4,216 shares — an estimated $304K sold.

Financial Management Network first reported a position in SDG in Q4 2020 and held it in 12 quarters. The position peaked at $2.57M in Q2 2021. 122 funds tracked by Wall St. Rank hold SDG as of Q4 2023.

Financial Management Network reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2023 after selling out during the quarter.
Financial Management Network sold 4,216 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2023, an estimated $304K.
Financial Management Network first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 12 quarters.
Financial Management Network's iShares MSCI Global Sustainable Development Goals ETF position peaked at $2.57M in Q2 2021.
122 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2023.

Based on Financial Management Network's 13F filing for Q4 2023, filed 22 Jan 2024.