Stratos Wealth Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Stratos Wealth Partners’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
2024 Q3	–	Sell	-4,449	Closed	-$334K	–	1505
2024 Q2	$334K	Buy	4,449 +207	+5%	+$16.1K	0.01%	1058
2024 Q1	$334K	Sell	4,242 -62	-1%	-$4.8K	0.01%	1060
2023 Q4	$349K	Sell	4,304 -186	-4%	-$14K	0.01%	1010
2023 Q3	$335K	Buy	4,490 +99	+2%	+$7.79K	0.01%	966
2023 Q2	$347K	Buy	4,391 +89	+2%	+$7.07K	0.01%	894
2023 Q1	$341K	Buy	+4,302	New	+$343K	0.01%	826
2018 Q4	–	Sell	-33	Closed	-$2K	–	2201
2018 Q3	$2K	Buy	+33	New	+$1.91K	﹤0.01%	2736
2018 Q2	–	Sell	-33	Closed	-$2K	–	2284
2018 Q1	$2K	Buy	+33	New	+$1.98K	﹤0.01%	2893

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

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Stratos Wealth Partners's SDG Position: Q3 2024 in Review

Stratos Wealth Partners sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2024, closing a stake of 4,449 shares — an estimated $334K sold.

Stratos Wealth Partners first reported a position in SDG in Q1 2018 and held it in 8 quarters. The position peaked at $349K in Q4 2023. 118 funds tracked by Wall St. Rank hold SDG as of Q3 2024.

Stratos Wealth Partners reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2024 after selling out during the quarter.
Stratos Wealth Partners sold 4,449 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2024, an estimated $334K.
Stratos Wealth Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2018 and held it in 8 quarters.
Stratos Wealth Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $349K in Q4 2023.
118 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2024.

Based on Stratos Wealth Partners's 13F filing for Q3 2024, filed 17 Oct 2024.