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NBC Securities’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

NBC Securities’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
-437
Closed -$35K – 2234
2023
Q4 		$35K Hold
437
– – ﹤0.01% 1240
2023
Q3 		$32K Buy
+437
New +$34.4K ﹤0.01% 1274

Other funds holding SDG

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Jane Street
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
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
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NBC Securities's SDG Position: Q1 2024 in Review

NBC Securities sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2024, closing a stake of 437 shares — an estimated $35K sold.

NBC Securities first reported a position in SDG in Q3 2023 and held it in 2 quarters. The position peaked at $35K in Q4 2023. 115 funds tracked by Wall St. Rank hold SDG as of Q1 2024.

  • NBC Securities reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2024 after selling out during the quarter.
  • NBC Securities sold 437 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2024, an estimated $35K.
  • NBC Securities first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2023 and held it in 2 quarters.
  • NBC Securities's iShares MSCI Global Sustainable Development Goals ETF position peaked at $35K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2024.

Based on NBC Securities's 13F filing for Q1 2024, filed 5 Apr 2024.