Orion Portfolio Solutions’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Orion Portfolio Solutions’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
2023 Q1	–	Sell	-3,002	Closed	-$237K	–	1604
2022 Q4	$237K	Buy	+3,002	New	+$229K	0.01%	725
2022 Q3	–	Sell	-3,795	Closed	-$303K	–	750
2022 Q2	$303K	Sell	3,795 -185	-5%	-$15.2K	0.01%	548
2022 Q1	$339K	Buy	3,980 +177	+5%	+$15.3K	0.01%	546
2021 Q4	$345K	Buy	3,803 +204	+6%	+$19.1K	0.01%	533
2021 Q3	$346K	Sell	3,599 -34	-0.9%	-$3.34K	0.01%	492
2021 Q2	$361K	Buy	3,633 +172	+5%	+$16.8K	0.01%	434
2021 Q1	$328K	Buy	3,461 +129	+4%	+$12.4K	0.01%	412
2020 Q4	$311K	Sell	3,332 -600	-15%	-$51.5K	0.01%	388
2020 Q3	$316K	Sell	3,932 -136	-3%	-$10.5K	0.02%	337
2020 Q2	$277K	Buy	4,068 +201	+5%	+$12.8K	0.02%	336
2020 Q1	$222K	Buy	+3,867	New	+$250K	0.02%	302

Other funds holding SDG

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FDCDDQ

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Orion Portfolio Solutions's SDG Position: Q1 2023 in Review

Orion Portfolio Solutions sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2023, closing a stake of 3,002 shares — an estimated $237K sold.

Orion Portfolio Solutions first reported a position in SDG in Q1 2020 and held it in 11 quarters. The position peaked at $361K in Q2 2021. 123 funds tracked by Wall St. Rank hold SDG as of Q1 2023.

Orion Portfolio Solutions reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2023 after selling out during the quarter.
Orion Portfolio Solutions sold 3,002 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2023, an estimated $237K.
Orion Portfolio Solutions first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2020 and held it in 11 quarters.
Orion Portfolio Solutions's iShares MSCI Global Sustainable Development Goals ETF position peaked at $361K in Q2 2021.
123 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2023.

Based on Orion Portfolio Solutions's 13F filing for Q1 2023, filed 15 May 2023.