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%	+$1.99K	﹤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

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

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

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.