First Pacific Financial’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

First Pacific Financial’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
2024 Q1	–	Sell	-5,347	Closed	-$433K	–	440
2023 Q4	$433K	Sell	5,347 -1,809	-25%	-$136K	0.13%	97
2023 Q3	$533K	Buy	7,156 +1,096	+18%	+$86.3K	0.24%	79
2023 Q2	$479K	Sell	6,060 -1,856	-23%	-$147K	0.2%	90
2023 Q1	$627K	Sell	7,916 -7,162	-47%	-$571K	0.29%	78
2022 Q4	$1.19M	Sell	15,078 -443	-3%	-$33.7K	0.59%	23
2022 Q3	$1.1M	Buy	+15,521	New	+$1.23M	0.63%	22

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DAS

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

FDCDDQ

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

First Pacific Financial's SDG Position: Q1 2024 in Review

First Pacific Financial sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2024, closing a stake of 5,347 shares — an estimated $433K sold.

First Pacific Financial first reported a position in SDG in Q3 2022 and held it in 6 quarters. The position peaked at $1.19M in Q4 2022. 115 funds tracked by Wall St. Rank hold SDG as of Q1 2024.

First Pacific Financial reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2024 after selling out during the quarter.
First Pacific Financial sold 5,347 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2024, an estimated $433K.
First Pacific Financial first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2022 and held it in 6 quarters.
First Pacific Financial's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.19M in Q4 2022.
115 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2024.

Based on First Pacific Financial's 13F filing for Q1 2024, filed 24 Apr 2024.