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Concourse Financial Group Securities’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Concourse Financial Group Securities’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
Q1 		– Sell
-300
Closed -$21.3K – 1689
2024
Q4 		$21.3K Hold
300
– – ﹤0.01% 1534
2024
Q3 		$25.4K Hold
300
– – ﹤0.01% 1455
2024
Q2 		$22.5K Hold
300
– – ﹤0.01% 1481
2024
Q1 		$23.6K Hold
300
– – ﹤0.01% 1468
2023
Q4 		$24.3K Sell
300
-50
-14% -$3.77K ﹤0.01% 1427
2023
Q3 		$26.1K Hold
350
– – ﹤0.01% 1358
2023
Q2 		$27.7K Hold
350
– – ﹤0.01% 1340
2023
Q1 		$27.7K Buy
350
+150
+75% +$12K ﹤0.01% 1352
2022
Q4 		$15.8K Buy
200
+150
+300% +$11.4K ﹤0.01% 1534
2022
Q3 		$4K Buy
50
+25
+100% +$1.98K ﹤0.01% 1691
2022
Q2 		$2K Hold
25
– – ﹤0.01% 2050
2022
Q1 		$2K Sell
25
-596
-96% -$51.5K ﹤0.01% 2050
2021
Q4 		$56K Hold
621
– – ﹤0.01% 1247
2021
Q3 		$60K Hold
621
– – ﹤0.01% 1233
2021
Q2 		$62K Hold
621
– – ﹤0.01% 1207
2021
Q1 		$59K Buy
621
+25
+4% +$2.41K ﹤0.01% 1163
2020
Q4 		$56K Hold
596
– – ﹤0.01% 1120
2020
Q3 		$48K Hold
596
– – ﹤0.01% 1083
2020
Q2 		$41K Hold
596
– – ﹤0.01% 1050
2020
Q1 		$34K Hold
596
– – ﹤0.01% 1044
2019
Q4 		$39K Hold
596
– – ﹤0.01% 1034
2019
Q3 		$35K Hold
596
– – 0.01% 748
2019
Q2 		$34K Buy
+596
New +$34.6K ﹤0.01% 1019

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Concourse Financial Group Securities's SDG Position: Q1 2025 in Review

Concourse Financial Group Securities sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2025, closing a stake of 300 shares — an estimated $21.3K sold.

Concourse Financial Group Securities first reported a position in SDG in Q2 2019 and held it in 23 quarters. The position peaked at $62K in Q2 2021. 107 funds tracked by Wall St. Rank hold SDG as of Q1 2025.

  • Concourse Financial Group Securities reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2025 after selling out during the quarter.
  • Concourse Financial Group Securities sold 300 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2025, an estimated $21.3K.
  • Concourse Financial Group Securities first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2019 and held it in 23 quarters.
  • Concourse Financial Group Securities's iShares MSCI Global Sustainable Development Goals ETF position peaked at $62K in Q2 2021.
  • 107 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2025.

Based on Concourse Financial Group Securities's 13F filing for Q1 2025.