Sanford Advisory Services’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Sanford Advisory Services’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
2022 Q4	–	Sell	-3,579	Closed	-$254K	–	125
2022 Q3	$254K	Hold	3,579	–	–	0.07%	98
2022 Q2	$286K	Hold	3,579	–	–	0.08%	94
2022 Q1	$305K	Sell	3,579 -280	-7%	-$24.2K	0.08%	85
2021 Q4	$350K	Buy	3,859 +1,040	+37%	+$97.3K	0.08%	82
2021 Q3	$271K	Hold	2,819	–	–	0.07%	91
2021 Q2	$280K	Hold	2,819	–	–	0.07%	88
2021 Q1	$267K	Hold	2,819	–	–	0.07%	90
2020 Q4	$263K	Buy	+2,819	New	+$242K	0.08%	84

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

FDCDDQ

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Sanford Advisory Services's SDG Position: Q4 2022 in Review

Sanford Advisory Services sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2022, closing a stake of 3,579 shares — an estimated $254K sold.

Sanford Advisory Services first reported a position in SDG in Q4 2020 and held it in 8 quarters. The position peaked at $350K in Q4 2021. 124 funds tracked by Wall St. Rank hold SDG as of Q4 2022.

Sanford Advisory Services reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2022 after selling out during the quarter.
Sanford Advisory Services sold 3,579 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2022, an estimated $254K.
Sanford Advisory Services first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 8 quarters.
Sanford Advisory Services's iShares MSCI Global Sustainable Development Goals ETF position peaked at $350K in Q4 2021.
124 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2022.

Based on Sanford Advisory Services's 13F filing for Q4 2022, filed 8 Feb 2023.