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Concord Wealth Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-32
Closed -$2.66K – 885
2025
Q3 		$2.66K Hold
32
– – ﹤0.01% 694
2025
Q2 		$2.43K Sell
32
-124
-79% -$9.13K ﹤0.01% 704
2025
Q1 		$11.3K Sell
156
-365
-70% -$26.8K ﹤0.01% 495
2024
Q4 		$37.3K Sell
521
-74
-12% -$5.77K 0.01% 376
2024
Q3 		$50.5K Sell
595
-255
-30% -$20.1K 0.01% 335
2024
Q2 		$63.8K Sell
850
-1,941
-70% -$151K 0.01% 284
2024
Q1 		$220K Buy
2,791
+1,423
+104% +$110K 0.04% 200
2023
Q4 		$111K Sell
1,368
-3,582
-72% -$270K 0.02% 269
2023
Q3 		$369K Sell
4,950
-2,803
-36% -$221K 0.08% 140
2023
Q2 		$613K Buy
7,753
+2,838
+58% +$225K 0.13% 98
2023
Q1 		$389K Sell
4,915
-1,729
-26% -$138K 0.11% 98
2022
Q4 		$524K Buy
6,644
+2,052
+45% +$156K 0.16% 83
2022
Q3 		$325K Buy
4,592
+3,250
+242% +$257K 0.1% 122
2022
Q2 		$107K Buy
1,342
+642
+92% +$52.9K 0.03% 254
2022
Q1 		$60K Hold
700
– – 0.02% 395
2021
Q4 		$64K Hold
700
– – 0.02% 411
2021
Q3 		$67K Hold
700
– – 0.03% 176
2021
Q2 		$70K Hold
700
– – 0.02% 295
2021
Q1 		$66K Hold
700
– – 0.02% 291
2020
Q4 		$65K Buy
+700
New +$60.1K 0.05% 176

Other funds holding SDG

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Bank of America
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Concord Wealth Partners's SDG Position: Q4 2025 in Review

Concord Wealth Partners sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2025, closing a stake of 32 shares — an estimated $2.66K sold.

Concord Wealth Partners first reported a position in SDG in Q4 2020 and held it in 20 quarters. The position peaked at $613K in Q2 2023. 101 funds tracked by Wall St. Rank hold SDG as of Q4 2025.

  • Concord Wealth Partners reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 32 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2025, an estimated $2.66K.
  • Concord Wealth Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 20 quarters.
  • Concord Wealth Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $613K in Q2 2023.
  • 101 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.