RPg Family Wealth Advisory’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

RPg Family Wealth Advisory’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
2020 Q1	–	Sell	-1,719	Closed	-$113K	–	283
2019 Q4	$113K	Hold	1,719	–	–	0.06%	116
2019 Q3	$100K	Hold	1,719	–	–	0.06%	118
2019 Q2	$99.2K	Buy	1,719 +180	+12%	+$10.5K	0.06%	120
2019 Q1	$90.8K	Buy	1,539 +220	+17%	+$12.5K	0.05%	124
2018 Q4	$69.9K	Hold	1,319	–	–	0.07%	89
2018 Q3	$76.9K	Hold	1,319	–	–	0.06%	92
2018 Q2	$74.7K	Hold	1,319	–	–	0.06%	95
2018 Q1	$77.6K	Buy	1,319 +200	+18%	+$12K	0.06%	78
2017 Q4	$66.2K	Hold	1,119	–	–	0.06%	99
2017 Q3	$64.8K	Hold	1,119	–	–	0.05%	114
2017 Q2	$62.1K	Buy	+1,119	New	+$60.5K	0.05%	116

Other funds holding SDG

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

HGWM

Harvest Group Wealth Management Waltham, Massachusetts $161M AUM 6.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FIG

FundX Investment Group San Francisco, California $411M AUM 22.05% 1-Year Est. Return

FDCC

Foster Dykema Cabot & Co Waltham, Massachusetts $827M AUM 18.87% 1-Year Est. Return

FDCDDQ

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RPg Family Wealth Advisory's SDG Position: Q1 2020 in Review

RPg Family Wealth Advisory sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2020, closing a stake of 1,719 shares — an estimated $113K sold.

RPg Family Wealth Advisory first reported a position in SDG in Q2 2017 and held it in 11 quarters. The position peaked at $113K in Q4 2019. 35 funds tracked by Wall St. Rank hold SDG as of Q1 2020.

RPg Family Wealth Advisory reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2020 after selling out during the quarter.
RPg Family Wealth Advisory sold 1,719 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2020, an estimated $113K.
RPg Family Wealth Advisory first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2017 and held it in 11 quarters.
RPg Family Wealth Advisory's iShares MSCI Global Sustainable Development Goals ETF position peaked at $113K in Q4 2019.
35 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q1 2020, filed 14 May 2020.