PFG Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

PFG Advisors’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	-2,623	Closed	-$206K	–	695
2024 Q1	$206K	Sell	2,623 -98	-4%	-$7.6K	0.02%	625
2023 Q4	$221K	Buy	2,721 +3	+0.1%	+$226	0.02%	571
2023 Q3	$203K	Sell	2,718 -169	-6%	-$13.3K	0.02%	576
2023 Q2	$228K	Sell	2,887 -860	-23%	-$68.3K	0.02%	611
2023 Q1	$297K	Buy	3,747 +88	+2%	+$7.02K	0.02%	496
2022 Q4	$289K	Sell	3,659 -17	-0.5%	-$1.29K	0.03%	460
2022 Q3	$261K	Sell	3,676 -66	-2%	-$5.23K	0.03%	442
2022 Q2	$299K	Sell	3,742 -1,323	-26%	-$109K	0.03%	317
2022 Q1	$432K	Sell	5,065 -3,167	-38%	-$274K	0.04%	296
2021 Q4	$747K	Buy	8,232 +233	+3%	+$21.8K	0.07%	300
2021 Q3	$768K	Buy	7,999 +1,747	+28%	+$172K	0.08%	283
2021 Q2	$621K	Buy	6,252 +938	+18%	+$91.4K	0.07%	291
2021 Q1	$504K	Buy	5,314 +420	+9%	+$40.5K	0.06%	300
2020 Q4	$457K	Sell	4,894 -6	-0.1%	-$515	0.08%	251
2020 Q3	$400K	Buy	+4,900	New	+$377K	0.08%	256

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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 Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PFG Advisors's SDG Position: Q2 2024 in Review

PFG Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2024, closing a stake of 2,623 shares — an estimated $206K sold.

PFG Advisors first reported a position in SDG in Q3 2020 and held it in 15 quarters. The position peaked at $768K in Q3 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2024.

PFG Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2024 after selling out during the quarter.
PFG Advisors sold 2,623 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2024, an estimated $206K.
PFG Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and held it in 15 quarters.
PFG Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $768K in Q3 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2024.

Based on PFG Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.