Choreo LLC’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Choreo LLC’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	-3,554	Closed	-$302K	–	1715
2024 Q3	$302K	Sell	3,554 -457	-11%	-$36K	﹤0.01%	1197
2024 Q2	$301K	Buy	4,011 +131	+3%	+$10.2K	0.01%	1096
2024 Q1	$305K	Sell	3,880 -399	-9%	-$30.9K	0.01%	526
2023 Q4	$347K	Sell	4,279 -477	-10%	-$36K	0.01%	463
2023 Q3	$354K	Sell	4,756 -5,993	-56%	-$472K	0.01%	339
2023 Q2	$850K	Sell	10,749 -239	-2%	-$19K	0.03%	223
2023 Q1	$870K	Buy	+10,988	New	+$876K	0.03%	220

Other funds holding SDG

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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Choreo LLC's SDG Position: Q4 2024 in Review

Choreo LLC sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2024, closing a stake of 3,554 shares — an estimated $302K sold.

Choreo LLC first reported a position in SDG in Q1 2023 and held it in 7 quarters. The position peaked at $870K in Q1 2023. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

Choreo LLC reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2024 after selling out during the quarter.
Choreo LLC sold 3,554 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $302K.
Choreo LLC first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2023 and held it in 7 quarters.
Choreo LLC's iShares MSCI Global Sustainable Development Goals ETF position peaked at $870K in Q1 2023.
110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on Choreo LLC's 13F filing for Q4 2024, filed 27 Jan 2025.