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NorthRock Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

NorthRock Partners’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
Q2 		– Sell
-38
Closed -$2.99K – 853
2024
Q1 		$2.99K Sell
38
-946
-96% -$73.3K ﹤0.01% 776
2023
Q4 		$79.8K Buy
+984
New +$74.2K ﹤0.01% 601

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NorthRock Partners's SDG Position: Q2 2024 in Review

NorthRock Partners sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2024, closing a stake of 38 shares — an estimated $2.99K sold.

NorthRock Partners first reported a position in SDG in Q4 2023 and held it in 2 quarters. The position peaked at $79.8K in Q4 2023. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2024.

  • NorthRock Partners reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2024 after selling out during the quarter.
  • NorthRock Partners sold 38 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2024, an estimated $2.99K.
  • NorthRock Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2023 and held it in 2 quarters.
  • NorthRock Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $79.8K in Q4 2023.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2024.

Based on NorthRock Partners's 13F filing for Q2 2024, filed 6 Aug 2024.