Raymond James Financial Services Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Raymond James Financial Services 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
2023 Q1	–	Sell	-3,644	Closed	-$288K	–	3388
2022 Q4	$288K	Buy	3,644 +102	+3%	+$7.77K	﹤0.01%	2620
2022 Q3	$251K	Sell	3,542 -539	-13%	-$42.7K	﹤0.01%	2700
2022 Q2	$326K	Buy	4,081 +763	+23%	+$62.9K	﹤0.01%	2531
2022 Q1	$283K	Sell	3,318 -35,856	-92%	-$3.1M	﹤0.01%	2746
2021 Q4	$3.56M	Sell	39,174 -50,085	-56%	-$4.68M	0.01%	1190
2021 Q3	$8.57M	Buy	89,259 +1,691	+2%	+$166K	0.02%	733
2021 Q2	$8.7M	Buy	87,568 +3,073	+4%	+$299K	0.02%	716
2021 Q1	$8.01M	Buy	84,495 +42,059	+99%	+$4.06M	0.02%	708
2020 Q4	$3.96M	Buy	42,436 +39,123	+1,181%	+$3.36M	0.01%	934
2020 Q3	$267K	Buy	3,313 +313	+10%	+$24.1K	﹤0.01%	2343
2020 Q2	$204K	Buy	+3,000	New	+$190K	﹤0.01%	2486
2019 Q4	–	Sell	-8,119	Closed	-$474K	–	2929
2019 Q3	$474K	Hold	8,119	–	–	﹤0.01%	1933
2019 Q2	$468K	Hold	8,119	–	–	﹤0.01%	1976
2019 Q1	$479K	Buy	+8,119	New	+$463K	﹤0.01%	1927

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial Services Advisors's SDG Position: Q1 2023 in Review

Raymond James Financial Services Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2023, closing a stake of 3,644 shares — an estimated $288K sold.

Raymond James Financial Services Advisors first reported a position in SDG in Q1 2019 and held it in 14 quarters. The position peaked at $8.7M in Q2 2021. 122 funds tracked by Wall St. Rank hold SDG as of Q1 2023.

Raymond James Financial Services Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2023 after selling out during the quarter.
Raymond James Financial Services Advisors sold 3,644 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2023, an estimated $288K.
Raymond James Financial Services Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2019 and held it in 14 quarters.
Raymond James Financial Services Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $8.7M in Q2 2021.
122 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2023.

Based on Raymond James Financial Services Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.