Jacobi Capital Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Jacobi Capital Management’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 Q4	–	Sell	-50	Closed	-$5K	–	1156
2021 Q3	$5K	Hold	50	–	–	﹤0.01%	1204
2021 Q2	$5K	Hold	50	–	–	﹤0.01%	1169
2021 Q1	$5K	Buy	+50	New	+$4.82K	﹤0.01%	1124

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

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

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

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

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

FDCDDQ

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

Jacobi Capital Management's SDG Position: Q4 2021 in Review

Jacobi Capital Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2021, closing a stake of 50 shares — an estimated $5K sold.

Jacobi Capital Management first reported a position in SDG in Q1 2021 and held it in 3 quarters. The position peaked at $5K in Q3 2021. 126 funds tracked by Wall St. Rank hold SDG as of Q4 2021.

Jacobi Capital Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2021 after selling out during the quarter.
Jacobi Capital Management sold 50 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2021, an estimated $5K.
Jacobi Capital Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2021 and held it in 3 quarters.
Jacobi Capital Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $5K in Q3 2021.
126 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.