Sowell Financial Services’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Sowell Financial 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
2021 Q2	–	Sell	-248	Closed	-$24K	–	2319
2021 Q1	$24K	Sell	248 -300	-55%	-$28.9K	﹤0.01%	1982
2020 Q4	$51K	Hold	548	–	–	﹤0.01%	1394
2020 Q3	$44K	Hold	548	–	–	﹤0.01%	1263
2020 Q2	$37K	Hold	548	–	–	﹤0.01%	1267
2020 Q1	$31K	Hold	548	–	–	﹤0.01%	1236
2019 Q4	$36K	Hold	548	–	–	﹤0.01%	1260
2019 Q3	$32K	Buy	+548	New	+$31.6K	﹤0.01%	1126

Other funds holding SDG

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $8.18B AUM 28.28% 1-Year Est. Return

HGWM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Sowell Financial Services's SDG Position: Q2 2021 in Review

Sowell Financial Services sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2021, closing a stake of 248 shares — an estimated $24K sold.

Sowell Financial Services first reported a position in SDG in Q3 2019 and held it in 7 quarters. The position peaked at $51K in Q4 2020. 112 funds tracked by Wall St. Rank hold SDG as of Q2 2021.

Sowell Financial Services reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 248 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2021, an estimated $24K.
Sowell Financial Services first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's iShares MSCI Global Sustainable Development Goals ETF position peaked at $51K in Q4 2020.
112 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.