SNS Financial Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

SNS Financial Group’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 Q2	–	Sell	-4,985	Closed	-$425K	–	222
2022 Q1	$425K	Sell	4,985 -3,375	-40%	-$291K	0.05%	140
2021 Q4	$759K	Hold	8,360	–	–	0.08%	112
2021 Q3	$803K	Sell	8,360 -1,125	-12%	-$111K	0.1%	101
2021 Q2	$943K	Buy	9,485 +340	+4%	+$33.1K	0.12%	92
2021 Q1	$867K	Buy	9,145 +1,155	+14%	+$111K	0.12%	95
2020 Q4	$746K	Buy	+7,990	New	+$686K	0.11%	102

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

FDCDDQ

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

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

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

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

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

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

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

SNS Financial Group's SDG Position: Q2 2022 in Review

SNS Financial Group sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2022, closing a stake of 4,985 shares — an estimated $425K sold.

SNS Financial Group first reported a position in SDG in Q4 2020 and held it in 6 quarters. The position peaked at $943K in Q2 2021. 109 funds tracked by Wall St. Rank hold SDG as of Q2 2022.

SNS Financial Group reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2022 after selling out during the quarter.
SNS Financial Group sold 4,985 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2022, an estimated $425K.
SNS Financial Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 6 quarters.
SNS Financial Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $943K in Q2 2021.
109 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2022.

Based on SNS Financial Group's 13F filing for Q2 2022, filed 22 Jul 2022.