Winslow Evans & Crocker
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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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $17.5B AUM 20.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Foster Dykema Cabot & Co
Foster Dykema Cabot & Co Waltham, Massachusetts $827M AUM 18.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
NAM
North American Management Boston, Massachusetts $738M AUM 49.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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.