Smith, Moore & Co’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Smith, Moore & Co’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 Q4	–	Sell	-4,799	Closed	-$358K	–	419
2023 Q3	$358K	Sell	4,799 -4,470	-48%	-$352K	0.05%	286
2023 Q2	$733K	Hold	9,269	–	–	0.09%	194
2023 Q1	$734K	Buy	+9,269	New	+$739K	0.1%	188

Other funds holding SDG

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

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

MWM

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

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

Smith, Moore & Co's SDG Position: Q4 2023 in Review

Smith, Moore & Co sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2023, closing a stake of 4,799 shares — an estimated $358K sold.

Smith, Moore & Co first reported a position in SDG in Q1 2023 and held it in 3 quarters. The position peaked at $734K in Q1 2023. 122 funds tracked by Wall St. Rank hold SDG as of Q4 2023.

Smith, Moore & Co reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2023 after selling out during the quarter.
Smith, Moore & Co sold 4,799 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2023, an estimated $358K.
Smith, Moore & Co first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2023 and held it in 3 quarters.
Smith, Moore & Co's iShares MSCI Global Sustainable Development Goals ETF position peaked at $734K in Q1 2023.
122 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2023.

Based on Smith, Moore & Co's 13F filing for Q4 2023, filed 13 Feb 2024.