Live Your Vision’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Live Your Vision’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 Q1	–	Sell	-35	Closed	-$2K	–	281
2018 Q4	$2K	Hold	35	–	–	﹤0.01%	232
2018 Q3	$2K	Hold	35	–	–	﹤0.01%	246
2018 Q2	$2K	Hold	35	–	–	﹤0.01%	295
2018 Q1	$2K	Sell	35 -64	-65%	-$3.84K	﹤0.01%	243
2017 Q4	$6K	Buy	+99	New	+$5.79K	﹤0.01%	207

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

FDCC

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

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

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

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Live Your Vision's SDG Position: Q1 2019 in Review

Live Your Vision sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2019, closing a stake of 35 shares — an estimated $2K sold.

Live Your Vision first reported a position in SDG in Q4 2017 and held it in 5 quarters. The position peaked at $6K in Q4 2017. 32 funds tracked by Wall St. Rank hold SDG as of Q1 2019.

Live Your Vision reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2019 after selling out during the quarter.
Live Your Vision sold 35 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2019, an estimated $2K.
Live Your Vision first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2017 and held it in 5 quarters.
Live Your Vision's iShares MSCI Global Sustainable Development Goals ETF position peaked at $6K in Q4 2017.
32 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.