Patten Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Patten Group’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
2022 Q1	–	Sell	-2,419	Closed	-$220K	–	267
2021 Q4	$220K	Sell	2,419 -742	-23%	-$69.4K	0.06%	251
2021 Q3	$304K	Sell	3,161 -308	-9%	-$30.3K	0.09%	206
2021 Q2	$345K	Buy	3,469 +85	+3%	+$8.28K	0.1%	192
2021 Q1	$321K	Buy	3,384 +185	+6%	+$17.9K	0.1%	198
2020 Q4	$299K	Buy	3,199 +652	+26%	+$56K	0.08%	196
2020 Q3	$205K	Buy	+2,547	New	+$196K	0.08%	208
2019 Q1	–	Sell	-1,380	Closed	-$73K	–	470
2018 Q4	$73K	Sell	1,380 -475	-26%	-$26K	0.03%	245
2018 Q3	$108K	Buy	1,855 +70	+4%	+$4.05K	0.04%	241
2018 Q2	$101K	Buy	1,785 +30	+2%	+$1.76K	0.04%	249
2018 Q1	$103K	Buy	1,755 +30	+2%	+$1.8K	0.04%	245
2017 Q4	$102K	Buy	1,725 +225	+15%	+$13.2K	0.04%	253
2017 Q3	$87K	Buy	1,500 +845	+129%	+$47.3K	0.04%	270
2017 Q2	$36K	Buy	+655	New	+$35.4K	0.01%	365

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 $8.18B AUM 28.28% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Patten Group's SDG Position: Q1 2022 in Review

Patten Group sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2022, closing a stake of 2,419 shares — an estimated $220K sold.

Patten Group first reported a position in SDG in Q2 2017 and held it in 13 quarters. The position peaked at $345K in Q2 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q1 2022.

Patten Group reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2022 after selling out during the quarter.
Patten Group sold 2,419 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2022, an estimated $220K.
Patten Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2017 and held it in 13 quarters.
Patten Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $345K in Q2 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2022.

Based on Patten Group's 13F filing for Q1 2022, filed 28 Apr 2022.