First Horizon Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

First Horizon Advisors’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	$245K	Hold	3,236	–	–	0.01%	476
2025 Q1	$234K	Sell	3,236 -1,442	-31%	-$106K	0.01%	479
2024 Q4	$335K	Hold	4,678	–	–	0.01%	415
2024 Q3	$397K	Hold	4,678	–	–	0.01%	384
2024 Q2	$351K	Hold	4,678	–	–	0.01%	398
2024 Q1	$368K	Hold	4,678	–	–	0.01%	391
2023 Q4	$379K	Hold	4,678	–	–	0.01%	364
2023 Q3	$349K	Hold	4,678	–	–	0.01%	364
2023 Q2	$370K	Hold	4,678	–	–	0.01%	371
2023 Q1	$370K	Hold	4,678	–	–	0.01%	367
2022 Q4	$369K	Hold	4,678	–	–	0.01%	362
2022 Q3	$331K	Hold	4,678	–	–	0.01%	355
2022 Q2	$373K	Hold	4,678	–	–	0.01%	361
2022 Q1	$399K	Hold	4,678	–	–	0.02%	301
2021 Q4	$425K	Buy	4,678 +1,442	+45%	+$135K	0.01%	374
2021 Q3	$311K	Hold	3,236	–	–	0.01%	427
2021 Q2	$322K	Hold	3,236	–	–	0.02%	338
2021 Q1	$307K	Hold	3,236	–	–	0.02%	321
2020 Q4	$302K	Hold	3,236	–	–	0.02%	276
2020 Q3	$260K	Buy	+3,236	New	+$249K	0.02%	282

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 $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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 $570B AUM 27.57% 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 $1.57B AUM 20.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Horizon Advisors's SDG Position: Q2 2025 in Review

First Horizon Advisors held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2025 at 3,236 shares worth $245K. The position accounts for 0.01% of the portfolio, ranked #476.

First Horizon Advisors first reported a position in SDG in Q3 2020 and has held it in 20 quarters since. The position peaked at $425K in Q4 2021. 95 funds tracked by Wall St. Rank hold SDG as of Q2 2025.

First Horizon Advisors held 3,236 shares of iShares MSCI Global Sustainable Development Goals ETF worth $245K as of Q2 2025.
First Horizon Advisors left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2025.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of First Horizon Advisors's portfolio in Q2 2025, its #476 holding.
First Horizon Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and has held it in 20 quarters since.
First Horizon Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $425K in Q4 2021.
95 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2025.

Based on First Horizon Advisors's 13F filing for Q2 2025, filed 6 Aug 2025.