Wilbanks Smith & Thomas Asset Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018 Q4	–	Sell	-943	Closed	-$55K	–	1138
2018 Q3	$55K	Buy	+943	New	+$54.6K	﹤0.01%	664

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 $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

FDCC

Foster Dykema Cabot & Co Waltham, Massachusetts $827M AUM 18.87% 1-Year Est. Return

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

NAM

North American Management Boston, Massachusetts $738M AUM 49.23% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WTC

WhitTier Trust Company Reno, Nevada $4.87B AUM 25.35% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's SDG Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2018, closing a stake of 943 shares — an estimated $55K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in SDG in Q3 2018 and held it in 1 quarter. The position peaked at $55K in Q3 2018. 30 funds tracked by Wall St. Rank hold SDG as of Q4 2018.

Wilbanks Smith & Thomas Asset Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2018 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 943 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2018, an estimated $55K.
Wilbanks Smith & Thomas Asset Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2018 and held it in 1 quarter.
Wilbanks Smith & Thomas Asset Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $55K in Q3 2018.
30 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.