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

Axiom Advisory’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
Q3 		$2.02M Buy
25,600
+400
+2% +$31.5K 0.02% 111
2024
Q2 		$1.96M Buy
+25,200
New +$1.96M 0.02% 109

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 $1.37T AUM 24.88% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Axiom Advisory's SDG Position: Q3 2024 in Review

Axiom Advisory increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 1.6% in Q3 2024, buying an estimated $31.5K and bringing the position to 25,600 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #111.

Axiom Advisory first reported a position in SDG in Q2 2024 and has held it in 2 quarters since. 118 funds tracked by Wall St. Rank hold SDG as of Q3 2024.

  • Axiom Advisory held 25,600 shares of iShares MSCI Global Sustainable Development Goals ETF worth $2.02M as of Q3 2024.
  • Axiom Advisory bought 400 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2024, an estimated $31.5K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #111 holding.
  • Axiom Advisory first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2024 and has held it in 2 quarters since.
  • 118 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.