Richard Bernstein Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Richard Bernstein 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
2024 Q1	–	Sell	-6,684	Closed	-$542K	–	231
2023 Q4	$542K	Sell	6,684 -1,603	-19%	-$121K	0.01%	196
2023 Q3	$618K	Sell	8,287 -10,230	-55%	-$805K	0.01%	193
2023 Q2	$1.46M	Sell	18,517 -507	-3%	-$40.3K	0.03%	160
2023 Q1	$1.51M	Sell	19,024 -607	-3%	-$48.4K	0.03%	172
2022 Q4	$1.55M	Buy	19,631 +2,691	+16%	+$205K	0.03%	172
2022 Q3	$1.2M	Buy	16,940 +452	+3%	+$35.8K	0.03%	181
2022 Q2	$1.32M	Buy	+16,488	New	+$1.36M	0.03%	196

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Richard Bernstein Advisors's SDG Position: Q1 2024 in Review

Richard Bernstein Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2024, closing a stake of 6,684 shares — an estimated $542K sold.

Richard Bernstein Advisors first reported a position in SDG in Q2 2022 and held it in 7 quarters. The position peaked at $1.55M in Q4 2022. 115 funds tracked by Wall St. Rank hold SDG as of Q1 2024.

Richard Bernstein Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2024 after selling out during the quarter.
Richard Bernstein Advisors sold 6,684 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2024, an estimated $542K.
Richard Bernstein Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2022 and held it in 7 quarters.
Richard Bernstein Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.55M in Q4 2022.
115 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2024.

Based on Richard Bernstein Advisors's 13F filing for Q1 2024, filed 9 May 2024.