Qube Research & Technologies (QRT)’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Qube Research & Technologies (QRT)’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	-349	Closed	-$27.5K	–	4609
2024 Q1	$27.5K	Hold	349	–	–	﹤0.01%	3628
2023 Q4	$28.3K	Hold	349	–	–	﹤0.01%	3429
2023 Q3	$26K	Buy	+349	New	+$27.5K	﹤0.01%	3068
2022 Q3	–	Sell	-334	Closed	-$27K	–	2966
2022 Q2	$27K	Sell	334 -223	-40%	-$18.4K	﹤0.01%	2229
2022 Q1	$48K	Buy	557 +352	+172%	+$30.4K	﹤0.01%	2187
2021 Q4	$19K	Buy	205 +142	+225%	+$13.3K	﹤0.01%	2362
2021 Q3	$6K	Buy	63 +44	+232%	+$4.33K	﹤0.01%	2068
2021 Q2	$2K	Buy	+19	New	+$1.85K	﹤0.01%	2180

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

Qube Research & Technologies (QRT)'s SDG Position: Q2 2024 in Review

Qube Research & Technologies (QRT) sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2024, closing a stake of 349 shares — an estimated $27.5K sold.

Qube Research & Technologies (QRT) first reported a position in SDG in Q2 2021 and held it in 8 quarters. The position peaked at $48K in Q1 2022. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2024.

Qube Research & Technologies (QRT) reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2024 after selling out during the quarter.
Qube Research & Technologies (QRT) sold 349 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2024, an estimated $27.5K.
Qube Research & Technologies (QRT) first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2021 and held it in 8 quarters.
Qube Research & Technologies (QRT)'s iShares MSCI Global Sustainable Development Goals ETF position peaked at $48K in Q1 2022.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2024.

Based on Qube Research & Technologies (QRT)'s 13F filing for Q2 2024, filed 14 Aug 2024.