Congress Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Congress 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
2025 Q2	$575K	Buy	7,575 +1,051	+16%	+$77.4K	0.01%	875
2025 Q1	$472K	Buy	6,524 +1,214	+23%	+$89.1K	0.01%	830
2024 Q4	$380K	Sell	5,310 -1,495	-22%	-$117K	0.01%	711
2024 Q3	$577K	Sell	6,805 -106	-2%	-$8.35K	0.01%	613
2024 Q2	$519K	Sell	6,911 -1,672	-19%	-$130K	0.01%	532
2024 Q1	$676K	Buy	8,583 +100	+1%	+$7.75K	0.01%	417
2023 Q4	$688K	Buy	8,483 +810	+11%	+$61.1K	0.01%	427
2023 Q3	$572K	Buy	7,673 +1,400	+22%	+$110K	0.01%	443
2023 Q2	$496K	Buy	6,273 +396	+7%	+$31.4K	0.01%	415
2023 Q1	$465K	Buy	5,877 +968	+20%	+$77.2K	0.01%	425
2022 Q4	$387K	Buy	4,909 +516	+12%	+$39.3K	0.01%	441
2022 Q3	$311K	Buy	4,393 +65	+2%	+$5.15K	0.01%	467
2022 Q2	$346K	Buy	+4,328	New	+$357K	0.01%	455

Other funds holding SDG

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Congress Wealth Management's SDG Position: Q2 2025 in Review

Congress Wealth Management increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 16% in Q2 2025, buying an estimated $77.4K and bringing the position to 7,575 shares worth $575K. The position accounts for 0.01% of the portfolio, ranked #875.

Congress Wealth Management first reported a position in SDG in Q2 2022 and has held it in 13 quarters since. The position peaked at $688K in Q4 2023. 95 funds tracked by Wall St. Rank hold SDG as of Q2 2025.

Congress Wealth Management held 7,575 shares of iShares MSCI Global Sustainable Development Goals ETF worth $575K as of Q2 2025.
Congress Wealth Management bought 1,051 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2025, an estimated $77.4K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #875 holding.
Congress Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2022 and has held it in 13 quarters since.
Congress Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $688K in Q4 2023.
95 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.