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) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

RJFSA

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

HGWM

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

MWM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FIG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

AWP

Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return

North American Management's SDG Position: Q1 2021 in Review

North American Management increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.07% in Q1 2021, buying an estimated $675 and bringing the position to 9,983 shares worth $947K. The position accounts for 0.13% of the portfolio, ranked #69.

North American Management first reported a position in SDG in Q3 2018 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold SDG as of Q1 2021.

North American Management held 9,983 shares of iShares MSCI Global Sustainable Development Goals ETF worth $947K as of Q1 2021.
North American Management bought 7 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2021, an estimated $675.
iShares MSCI Global Sustainable Development Goals ETF made up 0.13% of North American Management's portfolio in Q1 2021, its #69 holding.
North American Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2018 and has held it in 11 quarters since.
100 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2021.

Based on North American Management's 13F filing for Q1 2021, filed 9 Apr 2021.