Next Financial Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Next Financial 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
2021 Q4	$133K	Sell	1,462 -128	-8%	-$12K	0.01%	1047
2021 Q3	$153K	Sell	1,590 -899	-36%	-$88.4K	0.01%	945
2021 Q2	$247K	Buy	2,489 +1,388	+126%	+$135K	0.02%	753
2021 Q1	$104K	Buy	1,101 +530	+93%	+$51.1K	0.01%	1018
2020 Q4	$53K	Buy	571 +272	+91%	+$23.3K	0.01%	1189
2020 Q3	$24K	Buy	+299	New	+$23K	﹤0.01%	1348
2020 Q2	–	Sell	-299	Closed	-$17K	–	1661
2020 Q1	$17K	Buy	299 +23	+8%	+$1.49K	﹤0.01%	1345
2019 Q4	$18K	Hold	276	–	–	﹤0.01%	1567
2019 Q3	$16K	Hold	276	–	–	﹤0.01%	1534
2019 Q2	$16K	Buy	+276	New	+$16K	﹤0.01%	1547
2019 Q1	–	Sell	-276	Closed	-$15K	–	2055
2018 Q4	$15K	Buy	+276	New	+$15.1K	﹤0.01%	1211

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MWM

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

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

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

FDCDDQ

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

Next Financial Group's SDG Position: Q4 2021 in Review

Next Financial Group reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 8.1% in Q4 2021, selling an estimated $12K and leaving 1,462 shares worth $133K. The position accounts for 0.01% of the portfolio, ranked #1047.

Next Financial Group first reported a position in SDG in Q4 2018 and has held it in 11 quarters since. The position peaked at $247K in Q2 2021. 126 funds tracked by Wall St. Rank hold SDG as of Q4 2021.

Next Financial Group held 1,462 shares of iShares MSCI Global Sustainable Development Goals ETF worth $133K as of Q4 2021.
Next Financial Group sold 128 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2021, an estimated $12K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of Next Financial Group's portfolio in Q4 2021, its #1047 holding.
Next Financial Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2018 and has held it in 11 quarters since.
Next Financial Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $247K in Q2 2021.
126 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.