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

Inspire 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
2021
Q1 		– Sell
-257
Closed -$24K – 604
2020
Q4 		$24K Buy
+257
New +$22.1K 0.01% 368

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
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
HGWM
Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FIG
FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return

Inspire Advisors's SDG Position: Q1 2021 in Review

Inspire Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2021, closing a stake of 257 shares — an estimated $24K sold.

Inspire Advisors first reported a position in SDG in Q4 2020 and held it in 1 quarter. The position peaked at $24K in Q4 2020. 100 funds tracked by Wall St. Rank hold SDG as of Q1 2021.

  • Inspire Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2021 after selling out during the quarter.
  • Inspire Advisors sold 257 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2021, an estimated $24K.
  • Inspire Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 1 quarter.
  • Inspire Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $24K in Q4 2020.
  • 100 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.