Foster Dykema Cabot & Co’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Foster Dykema Cabot & Co’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	$1.59M	Hold	21,299	–	–	0.19%	37
2023 Q2	$1.68M	Hold	21,299	–	–	0.2%	36
2023 Q1	$1.69M	Hold	21,299	–	–	0.22%	36
2022 Q4	$1.68M	Sell	21,299 -494	-2%	-$37.6K	0.24%	35
2022 Q3	$1.54M	Hold	21,793	–	–	0.19%	38
2022 Q2	$1.74M	Sell	21,793 -2,839	-12%	-$234K	0.21%	31
2022 Q1	$2.1M	Hold	24,632	–	–	0.25%	36
2021 Q4	$2.24M	Buy	24,632 +3,400	+16%	+$318K	0.25%	36
2021 Q3	$2.04M	Buy	21,232 +1,139	+6%	+$112K	0.25%	38
2021 Q2	$2M	Hold	20,093	–	–	0.25%	38
2021 Q1	$1.91M	Buy	20,093 +353	+2%	+$34.1K	0.26%	38
2020 Q4	$1.84M	Buy	19,740 +3,889	+25%	+$334K	0.26%	39
2020 Q3	$1.27M	Buy	15,851 +75	+0.5%	+$5.77K	0.21%	37
2020 Q2	$1.07M	Sell	15,776 -829	-5%	-$52.6K	0.19%	40
2020 Q1	$954K	Buy	16,605 +677	+4%	+$43.7K	0.18%	39
2019 Q4	$1.04M	Sell	15,928 -129	-0.8%	-$7.99K	0.15%	41
2019 Q3	$937K	Hold	16,057	–	–	0.14%	46
2019 Q2	$926K	Hold	16,057	–	–	0.14%	47
2019 Q1	$947K	Hold	16,057	–	–	0.15%	39
2018 Q4	$851K	Sell	16,057 -128	-0.8%	-$7.02K	0.15%	41
2018 Q3	$944K	Hold	16,185	–	–	0.15%	41
2018 Q2	$943K	Hold	16,185	–	–	0.16%	40
2018 Q1	$953K	Buy	+16,185	New	+$971K	0.16%	43

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 $8.18B AUM 28.28% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Foster Dykema Cabot & Co's SDG Position: Q3 2023 in Review

Foster Dykema Cabot & Co held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q3 2023 at 21,299 shares worth $1.59M. The position accounts for 0.19% of the portfolio, ranked #37.

Foster Dykema Cabot & Co first reported a position in SDG in Q1 2018 and has held it in 23 quarters since. The position peaked at $2.24M in Q4 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q3 2023.

Foster Dykema Cabot & Co held 21,299 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.59M as of Q3 2023.
Foster Dykema Cabot & Co left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q3 2023.
iShares MSCI Global Sustainable Development Goals ETF made up 0.19% of Foster Dykema Cabot & Co's portfolio in Q3 2023, its #37 holding.
Foster Dykema Cabot & Co first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2018 and has held it in 23 quarters since.
Foster Dykema Cabot & Co's iShares MSCI Global Sustainable Development Goals ETF position peaked at $2.24M in Q4 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2023.

Based on Foster Dykema Cabot & Co's 13F filing for Q3 2023, filed 14 Nov 2023.