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Principal Securities’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Principal Securities’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
Q1 		– Sell
-965
Closed -$78.2K – 3379
2023
Q4 		$78.2K Buy
+965
New +$72.8K ﹤0.01% 1278

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Principal Securities's SDG Position: Q1 2024 in Review

Principal Securities sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2024, closing a stake of 965 shares — an estimated $78.2K sold.

Principal Securities first reported a position in SDG in Q4 2023 and held it in 1 quarter. The position peaked at $78.2K in Q4 2023. 115 funds tracked by Wall St. Rank hold SDG as of Q1 2024.

  • Principal Securities reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2024 after selling out during the quarter.
  • Principal Securities sold 965 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2024, an estimated $78.2K.
  • Principal Securities first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2023 and held it in 1 quarter.
  • Principal Securities's iShares MSCI Global Sustainable Development Goals ETF position peaked at $78.2K in Q4 2023.
  • 115 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2024.

Based on Principal Securities's 13F filing for Q1 2024, filed 10 May 2024.