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

FourThought 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
2022 Q3	$12K	Sell	163 -111	-41%	-$8.79K	﹤0.01%	997
2022 Q2	$22K	Hold	274	–	–	﹤0.01%	843
2022 Q1	$23K	Hold	274	–	–	﹤0.01%	867
2021 Q4	$25K	Hold	274	–	–	﹤0.01%	875
2021 Q3	$26K	Hold	274	–	–	﹤0.01%	886
2021 Q2	$27K	Hold	274	–	–	﹤0.01%	873
2021 Q1	$25K	Hold	274	–	–	﹤0.01%	850
2020 Q4	$25K	Buy	+274	New	+$23.5K	﹤0.01%	826

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FDCDDQ

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

DAS

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

FourThought Financial's SDG Position: Q3 2022 in Review

FourThought Financial reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 41% in Q3 2022, selling an estimated $8.79K and leaving 163 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #997.

FourThought Financial first reported a position in SDG in Q4 2020 and has held it in 8 quarters since. The position peaked at $27K in Q2 2021. 112 funds tracked by Wall St. Rank hold SDG as of Q3 2022.

FourThought Financial held 163 shares of iShares MSCI Global Sustainable Development Goals ETF worth $12K as of Q3 2022.
FourThought Financial sold 111 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2022, an estimated $8.79K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of FourThought Financial's portfolio in Q3 2022, its #997 holding.
FourThought Financial first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares MSCI Global Sustainable Development Goals ETF position peaked at $27K in Q2 2021.
112 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.