Ladenburg Thalmann Financial Services’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$345K	Buy	5,500 +311	+6%	+$19.3K	﹤0.01%	2105
2019 Q3	$302K	Buy	5,189 +575	+12%	+$33.2K	﹤0.01%	2167
2019 Q2	$267K	Buy	4,614 +933	+25%	+$54.2K	﹤0.01%	2243
2019 Q1	$217K	Sell	3,681 -60	-2%	-$3.42K	﹤0.01%	2330
2018 Q4	$199K	Buy	3,741 +228	+6%	+$12.5K	﹤0.01%	2255
2018 Q3	$205K	Sell	3,513 -1,212	-26%	-$70.1K	﹤0.01%	2294
2018 Q2	$278K	Hold	4,725	–	–	﹤0.01%	1976
2018 Q1	$278K	Buy	4,725 +1,220	+35%	+$73.2K	﹤0.01%	1976
2017 Q4	$208K	Buy	3,505 +1,843	+111%	+$108K	﹤0.01%	2193
2017 Q3	$96K	Buy	1,662 +552	+50%	+$30.9K	﹤0.01%	2631
2017 Q2	$62K	Hold	1,110	–	–	﹤0.01%	2878
2017 Q1	$57K	Buy	1,110 +300	+37%	+$14.9K	﹤0.01%	2818
2016 Q4	$39K	Hold	810	–	–	﹤0.01%	3034
2016 Q3	$41K	Buy	810 +200	+33%	+$9.94K	﹤0.01%	2937
2016 Q2	$29K	Buy	+610	New	+$29.2K	﹤0.01%	3089

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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 $8.18B AUM 28.28% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

FDCC

Foster Dykema Cabot & Co Waltham, Massachusetts $827M AUM 18.87% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCDDQ

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

Ladenburg Thalmann Financial Services's SDG Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 6% in Q4 2019, buying an estimated $19.3K and bringing the position to 5,500 shares worth $345K. The position accounts for ﹤0.01% of the portfolio, ranked #2105.

Ladenburg Thalmann Financial Services first reported a position in SDG in Q2 2016 and has held it in 15 quarters since. 39 funds tracked by Wall St. Rank hold SDG as of Q4 2019.

Ladenburg Thalmann Financial Services held 5,500 shares of iShares MSCI Global Sustainable Development Goals ETF worth $345K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 311 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2019, an estimated $19.3K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #2105 holding.
Ladenburg Thalmann Financial Services first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2016 and has held it in 15 quarters since.
39 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.