Sanctuary Advisors’s Sequoia Global Value ETF SFGV Stock Holding History

Sanctuary Advisors’s Portfolio SFGV Stock Details SFGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,389	Closed	-$205K	–	2361
2025 Q1	$205K	Sell	7,389 -1,775	-19%	-$49.6K	﹤0.01%	2025
2024 Q4	$259K	Hold	9,164	–	–	﹤0.01%	2095
2024 Q3	$263K	Buy	+9,164	New	+$257K	﹤0.01%	2080

Other funds holding SFGV

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

SlateStone Wealth Jupiter, Florida $1.31B AUM 26.51% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sanctuary Advisors's SFGV Position: Q2 2025 in Review

Sanctuary Advisors sold out of Sequoia Global Value ETF (SFGV) in Q2 2025, closing a stake of 7,389 shares — an estimated $205K sold.

Sanctuary Advisors first reported a position in SFGV in Q3 2024 and held it in 3 quarters. The position peaked at $263K in Q3 2024. 8 funds tracked by Wall St. Rank hold SFGV as of Q2 2025.

Sanctuary Advisors reported no remaining Sequoia Global Value ETF position as of Q2 2025 after selling out during the quarter.
Sanctuary Advisors sold 7,389 Sequoia Global Value ETF shares in Q2 2025, an estimated $205K.
Sanctuary Advisors first reported a position in Sequoia Global Value ETF in Q3 2024 and held it in 3 quarters.
Sanctuary Advisors's Sequoia Global Value ETF position peaked at $263K in Q3 2024.
8 funds tracked by Wall St. Rank held Sequoia Global Value ETF as of Q2 2025.

Based on Sanctuary Advisors's 13F filing for Q2 2025, filed 6 Jan 2026.