North American Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

North American Management’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 Q1	$947K	Buy	9,983 +7	+0.1%	+$675	0.13%	69
2020 Q4	$931K	Sell	9,976 -469	-4%	-$40.3K	0.13%	70
2020 Q3	$840K	Buy	10,445 +3,040	+41%	+$234K	0.13%	69
2020 Q2	$505K	Hold	7,405	–	–	0.08%	85
2020 Q1	$426K	Buy	7,405 +1,975	+36%	+$128K	0.08%	83
2019 Q4	$355K	Hold	5,430	–	–	0.05%	99
2019 Q3	$317K	Hold	5,430	–	–	0.05%	103
2019 Q2	$313K	Buy	5,430 +92	+2%	+$5.35K	0.05%	103
2019 Q1	$315K	Sell	5,338 -320	-6%	-$18.3K	0.05%	102
2018 Q4	$300K	Hold	5,658	–	–	0.06%	102
2018 Q3	$330K	Buy	+5,658	New	+$327K	0.05%	108

Other funds holding SDG

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Bank of America

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

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

Mission Wealth Management Santa Barbara, California $4.78B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return