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)

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

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

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return