Flagship Private Wealth’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Flagship Private Wealth’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
2021 Q3	–	Sell	-278	Closed	-$27.6K	–	251
2021 Q2	$27.6K	Buy	278 +1	+0.4%	+$97	0.02%	173
2021 Q1	$26.8K	Hold	277	–	–	0.02%	151
2020 Q4	$27K	Buy	+277	New	+$23.8K	0.03%	153

Other funds holding SDG

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MWM

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCDDQ

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

Flagship Private Wealth's SDG Position: Q3 2021 in Review

Flagship Private Wealth sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2021, closing a stake of 278 shares — an estimated $27.6K sold.

Flagship Private Wealth first reported a position in SDG in Q4 2020 and held it in 3 quarters. The position peaked at $27.6K in Q2 2021. 116 funds tracked by Wall St. Rank hold SDG as of Q3 2021.

Flagship Private Wealth reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2021 after selling out during the quarter.
Flagship Private Wealth sold 278 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2021, an estimated $27.6K.
Flagship Private Wealth first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 3 quarters.
Flagship Private Wealth's iShares MSCI Global Sustainable Development Goals ETF position peaked at $27.6K in Q2 2021.
116 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2021.

Based on Flagship Private Wealth's 13F filing for Q3 2021, filed 20 Oct 2021.