First Command Advisory Services’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

First Command Advisory Services’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	-21	Closed	-$1.78K	–	471
2024 Q3	$1.78K	Hold	21	–	–	﹤0.01%	423
2024 Q2	$1.58K	Hold	21	–	–	﹤0.01%	449
2024 Q1	$1.65K	Sell	21 -1	-5%	-$78	﹤0.01%	455
2023 Q4	$1.78K	Hold	22	–	–	﹤0.01%	432
2023 Q3	$1.64K	Hold	22	–	–	﹤0.01%	412
2023 Q2	$1.74K	Hold	22	–	–	﹤0.01%	27
2023 Q1	$1.74K	Hold	22	–	–	﹤0.01%	65
2022 Q4	$2K	Hold	22	–	–	﹤0.01%	35
2022 Q3	$2K	Hold	22	–	–	﹤0.01%	32
2022 Q2	$2K	Buy	+22	New	+$1.81K	﹤0.01%	35

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

First Command Advisory Services's SDG Position: Q4 2024 in Review

First Command Advisory Services sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2024, closing a stake of 21 shares — an estimated $1.78K sold.

First Command Advisory Services first reported a position in SDG in Q2 2022 and held it in 10 quarters. The position peaked at $2K in Q4 2022. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

First Command Advisory Services reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2024 after selling out during the quarter.
First Command Advisory Services sold 21 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $1.78K.
First Command Advisory Services first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2022 and held it in 10 quarters.
First Command Advisory Services's iShares MSCI Global Sustainable Development Goals ETF position peaked at $2K in Q4 2022.
110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on First Command Advisory Services's 13F filing for Q4 2024, filed 5 Feb 2025.