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RFP Financial Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

RFP Financial Group’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
Q3 		– Sell
-1,112
Closed -$83.5K – 661
2024
Q2 		$83.5K Hold
1,112
– – 0.03% 178
2024
Q1 		$87.5K Hold
1,112
– – 0.03% 155
2023
Q4 		$90.1K Hold
1,112
– – 0.04% 152
2023
Q3 		$82.9K Hold
1,112
– – 0.04% 160
2023
Q2 		$87.9K Hold
1,112
– – 0.04% 162
2023
Q1 		$88.1K Hold
1,112
– – 0.1% 71
2022
Q4 		$87.7K Buy
+1,112
New +$84.7K 0.04% 144

Other funds holding SDG

Carson Wealth (CWM LLC)
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
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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

RFP Financial Group's SDG Position: Q3 2024 in Review

RFP Financial Group sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2024, closing a stake of 1,112 shares — an estimated $83.5K sold.

RFP Financial Group first reported a position in SDG in Q4 2022 and held it in 7 quarters. The position peaked at $90.1K in Q4 2023. 118 funds tracked by Wall St. Rank hold SDG as of Q3 2024.

  • RFP Financial Group reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2024 after selling out during the quarter.
  • RFP Financial Group sold 1,112 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2024, an estimated $83.5K.
  • RFP Financial Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and held it in 7 quarters.
  • RFP Financial Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $90.1K in Q4 2023.
  • 118 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2024.

Based on RFP Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.