Raymond James & Associates
SDG icon

Raymond James & Associates’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Raymond James & Associates’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
-3,369
Closed -$265K – 4070
2024
Q1 		$265K Buy
3,369
+105
+3% +$8.14K ﹤0.01% 3446
2023
Q4 		$265K Sell
3,264
-1,980
-38% -$149K ﹤0.01% 3364
2023
Q3 		$391K Buy
5,244
+775
+17% +$61K ﹤0.01% 3037
2023
Q2 		$353K Buy
4,469
+25
+0.6% +$1.98K ﹤0.01% 3141
2023
Q1 		$352K Sell
4,444
-232
-5% -$18.5K ﹤0.01% 3141
2022
Q4 		$369K Buy
4,676
+474
+11% +$36.1K ﹤0.01% 3087
2022
Q3 		$298K Hold
4,202
– – ﹤0.01% 3185
2022
Q2 		$336K Sell
4,202
-526
-11% -$43.3K ﹤0.01% 3156
2022
Q1 		$403K Buy
+4,728
New +$408K ﹤0.01% 3205
2021
Q4 		– Sell
-2,200
Closed -$211K – 4266
2021
Q3 		$211K Buy
2,200
+17
+0.8% +$1.67K ﹤0.01% 3637
2021
Q2 		$217K Buy
+2,183
New +$213K ﹤0.01% 3639
2020
Q3 		– Sell
-5,870
Closed -$400K – 3681
2020
Q2 		$400K Buy
+5,870
New +$372K ﹤0.01% 2747

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Wealth Enhancement Advisory Services
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Bank of America
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Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Raymond James & Associates's SDG Position: Q2 2024 in Review

Raymond James & Associates sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2024, closing a stake of 3,369 shares — an estimated $265K sold.

Raymond James & Associates first reported a position in SDG in Q2 2020 and held it in 12 quarters. The position peaked at $403K in Q1 2022. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2024.

  • Raymond James & Associates reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2024 after selling out during the quarter.
  • Raymond James & Associates sold 3,369 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2024, an estimated $265K.
  • Raymond James & Associates first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2020 and held it in 12 quarters.
  • Raymond James & Associates's iShares MSCI Global Sustainable Development Goals ETF position peaked at $403K in Q1 2022.
  • 114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2024.

Based on Raymond James & Associates's 13F filing for Q2 2024, filed 19 Jul 2024.