Seaview Investment Managers’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Seaview Investment Managers’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
2021 Q3	–	Sell	-2,734	Closed	-$271K	–	119
2021 Q2	$271K	Buy	+2,734	New	+$266K	0.14%	78

Other funds holding SDG

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $4.86B AUM 22.78% 1-Year Est. Return

HGWM

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCDDQ

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

Seaview Investment Managers's SDG Position: Q3 2021 in Review

Seaview Investment Managers sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2021, closing a stake of 2,734 shares — an estimated $271K sold.

Seaview Investment Managers first reported a position in SDG in Q2 2021 and held it in 1 quarter. The position peaked at $271K in Q2 2021. 116 funds tracked by Wall St. Rank hold SDG as of Q3 2021.

Seaview Investment Managers reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2021 after selling out during the quarter.
Seaview Investment Managers sold 2,734 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2021, an estimated $271K.
Seaview Investment Managers first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2021 and held it in 1 quarter.
Seaview Investment Managers's iShares MSCI Global Sustainable Development Goals ETF position peaked at $271K in Q2 2021.
116 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2021.

Based on Seaview Investment Managers's 13F filing for Q3 2021, filed 27 Oct 2021.