HighTower Advisors
SDG icon

HighTower Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

HighTower Advisors’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
Q2 		– Sell
-2,694
Closed -$214K – 3652
2023
Q1 		$214K Hold
2,694
– – ﹤0.01% 2704
2022
Q4 		$213K Buy
+2,694
New +$205K ﹤0.01% 2728

Other funds holding SDG

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MWM
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Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HighTower Advisors's SDG Position: Q2 2023 in Review

HighTower Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2023, closing a stake of 2,694 shares — an estimated $214K sold.

HighTower Advisors first reported a position in SDG in Q4 2022 and held it in 2 quarters. The position peaked at $214K in Q1 2023. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2023.

  • HighTower Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2023 after selling out during the quarter.
  • HighTower Advisors sold 2,694 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2023, an estimated $214K.
  • HighTower Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and held it in 2 quarters.
  • HighTower Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $214K in Q1 2023.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2023.

Based on HighTower Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.