Ameritas Advisory Services’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Ameritas Advisory Services’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
2025 Q3	–	Sell	-641	Closed	-$48.6K	–	2786
2025 Q2	$48.6K	Sell	641 -3,467	-84%	-$255K	﹤0.01%	1320
2025 Q1	$297K	Hold	4,108	–	–	0.01%	706
2024 Q4	$294K	Sell	4,108 -2,327	-36%	-$181K	0.01%	732
2024 Q3	$546K	Sell	6,435 -85	-1%	-$6.69K	0.02%	525
2024 Q2	$489K	Buy	6,520 +509	+8%	+$39.6K	0.02%	588
2024 Q1	$473K	Buy	6,011 +322	+6%	+$25K	0.02%	566
2023 Q4	$461K	Buy	5,689 +41	+0.7%	+$3.09K	0.03%	446
2023 Q3	$421K	Buy	+5,648	New	+$445K	0.02%	545
2023 Q2	–	Sell	-5,835	Closed	-$468K	–	2180
2023 Q1	$468K	Buy	5,835 +145	+3%	+$11.6K	0.02%	496
2022 Q4	$449K	Sell	5,690 -27	-0.5%	-$2.06K	0.02%	571
2022 Q3	$405K	Buy	5,717 +305	+6%	+$24.2K	0.02%	490
2022 Q2	$432K	Buy	5,412 +344	+7%	+$28.3K	0.03%	497
2022 Q1	$432K	Buy	5,068 +381	+8%	+$32.9K	0.02%	544
2021 Q4	$425K	Buy	+4,687	New	+$438K	0.02%	540

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Ameritas Advisory Services's SDG Position: Q3 2025 in Review

Ameritas Advisory Services sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2025, closing a stake of 641 shares — an estimated $48.6K sold.

Ameritas Advisory Services first reported a position in SDG in Q4 2021 and held it in 14 quarters. The position peaked at $546K in Q3 2024. 98 funds tracked by Wall St. Rank hold SDG as of Q3 2025.

Ameritas Advisory Services reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 641 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2025, an estimated $48.6K.
Ameritas Advisory Services first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and held it in 14 quarters.
Ameritas Advisory Services's iShares MSCI Global Sustainable Development Goals ETF position peaked at $546K in Q3 2024.
98 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.