Winslow Evans & Crocker’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Winslow Evans & Crocker’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 Q3	–	Sell	-260	Closed	-$16K	–	1131
2018 Q2	$16K	Hold	260	–	–	0.01%	720
2018 Q1	$15.3K	Hold	260	–	–	0.01%	701
2017 Q4	$15.4K	Buy	+260	New	+$15.2K	﹤0.01%	716

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

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

Jane Street New York $777B AUM 61.18% 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

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

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

Winslow Evans & Crocker's SDG Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2018, closing a stake of 260 shares — an estimated $16K sold.

Winslow Evans & Crocker first reported a position in SDG in Q4 2017 and held it in 3 quarters. The position peaked at $16K in Q2 2018. 29 funds tracked by Wall St. Rank hold SDG as of Q3 2018.

Winslow Evans & Crocker reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2018 after selling out during the quarter.
Winslow Evans & Crocker sold 260 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2018, an estimated $16K.
Winslow Evans & Crocker first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2017 and held it in 3 quarters.
Winslow Evans & Crocker's iShares MSCI Global Sustainable Development Goals ETF position peaked at $16K in Q2 2018.
29 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.