Ameriprise
SDG icon

Ameriprise’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Ameriprise’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
Q4 		– Sell
-7,579
Closed -$643K – 4153
2024
Q3 		$643K Sell
7,579
-485
-6% -$38.2K ﹤0.01% 3398
2024
Q2 		$605K Sell
8,064
-4,620
-36% -$360K ﹤0.01% 3361
2024
Q1 		$998K Buy
12,684
+1,517
+14% +$118K ﹤0.01% 3170
2023
Q4 		$905K Sell
11,167
-64,520
-85% -$4.87M ﹤0.01% 3224
2023
Q3 		$5.64M Buy
75,687
+8,542
+13% +$672K ﹤0.01% 2187
2023
Q2 		$5.31M Buy
67,145
+22,517
+50% +$1.79M ﹤0.01% 2303
2023
Q1 		$3.54M Sell
44,628
-16,869
-27% -$1.35M ﹤0.01% 2545
2022
Q4 		$4.85M Buy
61,497
+16,024
+35% +$1.22M ﹤0.01% 2319
2022
Q3 		$3.22M Buy
45,473
+41,271
+982% +$3.27M ﹤0.01% 2534
2022
Q2 		$336K Buy
4,202
+250
+6% +$20.6K ﹤0.01% 3534
2022
Q1 		$337K Sell
3,952
-17,477
-82% -$1.51M ﹤0.01% 3602
2021
Q4 		$1.95M Buy
21,429
+11,805
+123% +$1.1M ﹤0.01% 2968
2021
Q3 		$925K Buy
9,624
+254
+3% +$25K ﹤0.01% 3196
2021
Q2 		$931K Sell
9,370
-2,535
-21% -$247K ﹤0.01% 3257
2021
Q1 		$1.13M Buy
+11,905
New +$1.15M ﹤0.01% 3101

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Ameriprise's SDG Position: Q4 2024 in Review

Ameriprise sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2024, closing a stake of 7,579 shares — an estimated $643K sold.

Ameriprise first reported a position in SDG in Q1 2021 and held it in 15 quarters. The position peaked at $5.64M in Q3 2023. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

  • Ameriprise reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2024 after selling out during the quarter.
  • Ameriprise sold 7,579 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $643K.
  • Ameriprise first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2021 and held it in 15 quarters.
  • Ameriprise's iShares MSCI Global Sustainable Development Goals ETF position peaked at $5.64M in Q3 2023.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on Ameriprise's 13F filing for Q4 2024, filed 14 Feb 2025.