Sandbox Financial Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Sandbox Financial Partners’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 Q3	–	Sell	-3,146	Closed	-$249K	–	93
2023 Q2	$249K	Buy	3,146 +27	+0.9%	+$2.14K	0.13%	82
2023 Q1	$247K	Sell	3,119 -1,038	-25%	-$82.8K	0.15%	74
2022 Q4	$328K	Buy	4,157 +36	+0.9%	+$2.74K	0.23%	55
2022 Q3	$292K	Hold	4,121	–	–	0.21%	59
2022 Q2	$329K	Buy	4,121 +40	+1%	+$3.3K	0.23%	57
2022 Q1	$348K	Hold	4,081	–	–	0.2%	59
2021 Q4	$370K	Sell	4,081 -880	-18%	-$82.3K	0.23%	52
2021 Q3	$477K	Buy	+4,961	New	+$488K	0.34%	37

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 $4.86B AUM 22.78% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FDCDDQ

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

DAS

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

Sandbox Financial Partners's SDG Position: Q3 2023 in Review

Sandbox Financial Partners sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2023, closing a stake of 3,146 shares — an estimated $249K sold.

Sandbox Financial Partners first reported a position in SDG in Q3 2021 and held it in 8 quarters. The position peaked at $477K in Q3 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q3 2023.

Sandbox Financial Partners reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2023 after selling out during the quarter.
Sandbox Financial Partners sold 3,146 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2023, an estimated $249K.
Sandbox Financial Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2021 and held it in 8 quarters.
Sandbox Financial Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $477K in Q3 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2023.

Based on Sandbox Financial Partners's 13F filing for Q3 2023, filed 10 Oct 2023.