Pacific Center for Financial Services’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Pacific Center for Financial Services’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
2020 Q1	–	Sell	-778	Closed	-$51K	–	311
2019 Q4	$51K	Buy	778 +4	+0.5%	+$248	0.02%	122
2019 Q3	$45K	Sell	774 -145	-16%	-$8.37K	0.02%	124
2019 Q2	$53K	Buy	919 +8	+0.9%	+$465	0.03%	115
2019 Q1	$54K	Hold	911	–	–	0.03%	109
2018 Q4	$48K	Buy	911 +9	+1%	+$493	0.03%	110
2018 Q3	$53K	Sell	902 -319	-26%	-$18.5K	0.03%	110
2018 Q2	$69K	Buy	1,221 +16	+1%	+$940	0.04%	93
2018 Q1	$71K	Buy	1,205 +239	+25%	+$14.3K	0.04%	89
2017 Q4	$57K	Buy	966 +688	+247%	+$40.2K	0.03%	98
2017 Q3	$16K	Buy	+278	New	+$15.6K	0.01%	163

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

MWM

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

FIG

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

FDCC

Foster Dykema Cabot & Co Waltham, Massachusetts $827M AUM 18.87% 1-Year Est. Return

FDCDDQ

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

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

Pacific Center for Financial Services's SDG Position: Q1 2020 in Review

Pacific Center for Financial Services sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2020, closing a stake of 778 shares — an estimated $51K sold.

Pacific Center for Financial Services first reported a position in SDG in Q3 2017 and held it in 10 quarters. The position peaked at $71K in Q1 2018. 35 funds tracked by Wall St. Rank hold SDG as of Q1 2020.

Pacific Center for Financial Services reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2020 after selling out during the quarter.
Pacific Center for Financial Services sold 778 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2020, an estimated $51K.
Pacific Center for Financial Services first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2017 and held it in 10 quarters.
Pacific Center for Financial Services's iShares MSCI Global Sustainable Development Goals ETF position peaked at $71K in Q1 2018.
35 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2020.

Based on Pacific Center for Financial Services's 13F filing for Q1 2020, filed 15 May 2020.