Lake Street Advisors Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Lake Street Advisors Group’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
2024 Q1	–	Sell	-6,561	Closed	-$532K	–	677
2023 Q4	$532K	Buy	+6,561	New	+$495K	0.03%	315
2019 Q2	–	Sell	-4,739	Closed	-$280K	–	241
2019 Q1	$280K	Buy	+4,739	New	+$270K	0.03%	164

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

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DAS

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

FDCDDQ

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lake Street Advisors Group's SDG Position: Q1 2024 in Review

Lake Street Advisors Group sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2024, closing a stake of 6,561 shares — an estimated $532K sold.

Lake Street Advisors Group first reported a position in SDG in Q1 2019 and held it in 2 quarters. The position peaked at $532K in Q4 2023. 115 funds tracked by Wall St. Rank hold SDG as of Q1 2024.

Lake Street Advisors Group reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2024 after selling out during the quarter.
Lake Street Advisors Group sold 6,561 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2024, an estimated $532K.
Lake Street Advisors Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2019 and held it in 2 quarters.
Lake Street Advisors Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $532K in Q4 2023.
115 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2024.

Based on Lake Street Advisors Group's 13F filing for Q1 2024, filed 13 May 2024.