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Coldstream Capital Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Coldstream Capital 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
2025
Q2 		– Sell
-72
Closed -$5.21K – 2945
2025
Q1 		$5.21K Buy
+72
New +$5.29K ﹤0.01% 2677

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FTUS
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Coldstream Capital Management's SDG Position: Q2 2025 in Review

Coldstream Capital Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2025, closing a stake of 72 shares — an estimated $5.21K sold.

Coldstream Capital Management first reported a position in SDG in Q1 2025 and held it in 1 quarter. The position peaked at $5.21K in Q1 2025. 95 funds tracked by Wall St. Rank hold SDG as of Q2 2025.

  • Coldstream Capital Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 72 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2025, an estimated $5.21K.
  • Coldstream Capital Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $5.21K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.