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

Lido 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
2024 Q1	–	Sell	-3,568	Closed	-$289K	–	1458
2023 Q4	$289K	Hold	3,568	–	–	﹤0.01%	1049
2023 Q3	$266K	Buy	3,568 +1	+0%	+$79	﹤0.01%	970
2023 Q2	$282K	Sell	3,567 -1,501	-30%	-$119K	﹤0.01%	957
2023 Q1	$401K	Buy	5,068 +1	+0%	+$80	﹤0.01%	764
2022 Q4	$400K	Hold	5,067	–	–	﹤0.01%	686
2022 Q3	$359K	Buy	+5,067	New	+$401K	﹤0.01%	667

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 $4.86B AUM 22.78% 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

Lido Advisors's SDG Position: Q1 2024 in Review

Lido Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2024, closing a stake of 3,568 shares — an estimated $289K sold.

Lido Advisors first reported a position in SDG in Q3 2022 and held it in 6 quarters. The position peaked at $401K in Q1 2023. 115 funds tracked by Wall St. Rank hold SDG as of Q1 2024.

Lido Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2024 after selling out during the quarter.
Lido Advisors sold 3,568 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2024, an estimated $289K.
Lido Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2022 and held it in 6 quarters.
Lido Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $401K in Q1 2023.
115 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2024.

Based on Lido Advisors's 13F filing for Q1 2024, filed 15 May 2024.