Vestmark Advisory Solutions’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Vestmark Advisory Solutions’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 Q4	–	Sell	-3,382	Closed	-$325K	–	869
2021 Q3	$325K	Buy	3,382 +146	+5%	+$14.4K	0.02%	636
2021 Q2	$322K	Buy	3,236 +70	+2%	+$6.82K	0.02%	607
2021 Q1	$300K	Buy	+3,166	New	+$305K	0.03%	598

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

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

MWM

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

HGWM

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

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

Sepio Capital Salt Lake City, Utah $1.84B AUM 18.57% 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

FDCDDQ

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

Vestmark Advisory Solutions's SDG Position: Q4 2021 in Review

Vestmark Advisory Solutions sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2021, closing a stake of 3,382 shares — an estimated $325K sold.

Vestmark Advisory Solutions first reported a position in SDG in Q1 2021 and held it in 3 quarters. The position peaked at $325K in Q3 2021. 126 funds tracked by Wall St. Rank hold SDG as of Q4 2021.

Vestmark Advisory Solutions reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2021 after selling out during the quarter.
Vestmark Advisory Solutions sold 3,382 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2021, an estimated $325K.
Vestmark Advisory Solutions first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2021 and held it in 3 quarters.
Vestmark Advisory Solutions's iShares MSCI Global Sustainable Development Goals ETF position peaked at $325K in Q3 2021.
126 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2021.

Based on Vestmark Advisory Solutions's 13F filing for Q4 2021, filed 31 Jan 2022.