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Ausdal Financial Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Ausdal Financial Partners’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
-2,644
Closed -$224K – 589
2024
Q3 		$224K Sell
2,644
-622
-19% -$49K 0.02% 472
2024
Q2 		$245K Sell
3,266
-3,254
-50% -$253K 0.03% 433
2024
Q1 		$513K Sell
6,520
-3,922
-38% -$304K 0.06% 266
2023
Q4 		$846K Sell
10,442
-3,424
-25% -$258K 0.1% 176
2023
Q3 		$1.03M Sell
13,866
-945
-6% -$74.4K 0.14% 154
2023
Q2 		$1.17M Buy
14,811
+334
+2% +$26.5K 0.16% 146
2023
Q1 		$1.15M Sell
14,477
-129
-0.9% -$10.3K 0.16% 145
2022
Q4 		$1.15M Sell
14,606
-90
-0.6% -$6.86K 0.17% 141
2022
Q3 		$1.04M Sell
14,696
-702
-5% -$55.6K 0.16% 151
2022
Q2 		$1.23M Buy
15,398
+724
+5% +$59.7K 0.19% 148
2022
Q1 		$1.25M Buy
14,674
+560
+4% +$48.4K 0.17% 156
2021
Q4 		$1.28M Buy
14,114
+2,389
+20% +$223K 0.17% 158
2021
Q3 		$1.13M Buy
11,725
+1,843
+19% +$181K 0.17% 165
2021
Q2 		$982K Buy
9,882
+890
+10% +$86.7K 0.15% 176
2021
Q1 		$853K Buy
8,992
+4,356
+94% +$420K 0.14% 171
2020
Q4 		$433K Buy
+4,636
New +$398K 0.08% 250

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 $4.86B AUM 22.78% 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 $1.37T AUM 24.88% 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 $3.51B AUM 13.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ausdal Financial Partners's SDG Position: Q4 2024 in Review

Ausdal Financial Partners sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2024, closing a stake of 2,644 shares — an estimated $224K sold.

Ausdal Financial Partners first reported a position in SDG in Q4 2020 and held it in 16 quarters. The position peaked at $1.28M in Q4 2021. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

  • Ausdal Financial Partners reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2024 after selling out during the quarter.
  • Ausdal Financial Partners sold 2,644 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $224K.
  • Ausdal Financial Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 16 quarters.
  • Ausdal Financial Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.28M in Q4 2021.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on Ausdal Financial Partners's 13F filing for Q4 2024, filed 12 Feb 2025.