First Heartland Consultants’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

First Heartland Consultants’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	-2,500	Closed	-$212K	–	498
2024 Q3	$212K	Sell	2,500 -217	-8%	-$17.1K	0.02%	426
2024 Q2	$204	Buy	2,717 +15	+0.6%	+$1.17K	0.01%	427
2024 Q1	$213K	Sell	2,702 -678	-20%	-$52.5K	0.02%	400
2023 Q4	$274K	Buy	3,380 +14	+0.4%	+$1.06K	0.03%	300
2023 Q3	$251K	Sell	3,366 -242	-7%	-$19.1K	0.03%	320
2023 Q2	$285K	Buy	3,608 +140	+4%	+$11.1K	0.04%	300
2023 Q1	$275K	Buy	3,468 +600	+21%	+$47.9K	0.04%	293
2022 Q4	$226K	Buy	+2,868	New	+$218K	0.04%	331

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 Heartland Consultants's SDG Position: Q4 2024 in Review

First Heartland Consultants sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2024, closing a stake of 2,500 shares — an estimated $212K sold.

First Heartland Consultants first reported a position in SDG in Q4 2022 and held it in 8 quarters. The position peaked at $285K in Q2 2023. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

First Heartland Consultants reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2024 after selling out during the quarter.
First Heartland Consultants sold 2,500 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $212K.
First Heartland Consultants first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and held it in 8 quarters.
First Heartland Consultants's iShares MSCI Global Sustainable Development Goals ETF position peaked at $285K in Q2 2023.
110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on First Heartland Consultants's 13F filing for Q4 2024, filed 18 Feb 2025.