Cherry Tree Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Cherry Tree Wealth Management’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
2026 Q1	$12.4K	Hold	148	–	–	﹤0.01%	390
2025 Q4	$12.5K	Hold	148	–	–	﹤0.01%	398
2025 Q3	$12.3K	Hold	148	–	–	﹤0.01%	387
2025 Q2	$11.2K	Hold	148	–	–	﹤0.01%	397
2025 Q1	$10.7K	Hold	148	–	–	﹤0.01%	411
2024 Q4	$10.6K	Hold	148	–	–	﹤0.01%	405
2024 Q3	$12.5K	Hold	148	–	–	﹤0.01%	391
2024 Q2	$11.1K	Sell	148 -13	-8%	-$1.01K	﹤0.01%	381
2024 Q1	$12.7K	Hold	161	–	–	﹤0.01%	355
2023 Q4	$13.1K	Hold	161	–	–	﹤0.01%	335
2023 Q3	$12K	Hold	161	–	–	﹤0.01%	329
2023 Q2	$12.7K	Buy	+161	New	+$12.8K	﹤0.01%	319

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cherry Tree Wealth Management's SDG Position: Q1 2026 in Review

Cherry Tree Wealth Management held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q1 2026 at 148 shares worth $12.4K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Cherry Tree Wealth Management first reported a position in SDG in Q2 2023 and has held it in 12 quarters since. The position peaked at $13.1K in Q4 2023. 103 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Cherry Tree Wealth Management held 148 shares of iShares MSCI Global Sustainable Development Goals ETF worth $12.4K as of Q1 2026.
Cherry Tree Wealth Management left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q1 2026.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #390 holding.
Cherry Tree Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $13.1K in Q4 2023.
103 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.