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

Stifel Financial’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 Q1	–	Sell	-3,144	Closed	-$285K	–	3480
2021 Q4	$285K	Sell	3,144 -773	-20%	-$72.3K	﹤0.01%	2949
2021 Q3	$376K	Sell	3,917 -1,178	-23%	-$116K	﹤0.01%	2752
2021 Q2	$506K	Buy	5,095 +55	+1%	+$5.36K	﹤0.01%	2577
2021 Q1	$478K	Buy	5,040 +930	+23%	+$89.7K	﹤0.01%	2526
2020 Q4	$384K	Buy	+4,110	New	+$353K	﹤0.01%	2478

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 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

Stifel Financial's SDG Position: Q1 2022 in Review

Stifel Financial sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2022, closing a stake of 3,144 shares — an estimated $285K sold.

Stifel Financial first reported a position in SDG in Q4 2020 and held it in 5 quarters. The position peaked at $506K in Q2 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q1 2022.

Stifel Financial reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2022 after selling out during the quarter.
Stifel Financial sold 3,144 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2022, an estimated $285K.
Stifel Financial first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 5 quarters.
Stifel Financial's iShares MSCI Global Sustainable Development Goals ETF position peaked at $506K in Q2 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2022.

Based on Stifel Financial's 13F filing for Q1 2022, filed 13 May 2022.