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

GeoWealth 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
2024
Q4 		– Sell
-323
Closed -$27.4K – 1872
2024
Q3 		$27.4K Buy
+323
New +$25.4K ﹤0.01% 1224

Other funds holding SDG

Carson Wealth (CWM LLC)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

GeoWealth Management's SDG Position: Q4 2024 in Review

GeoWealth Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2024, closing a stake of 323 shares — an estimated $27.4K sold.

GeoWealth Management first reported a position in SDG in Q3 2024 and held it in 1 quarter. The position peaked at $27.4K in Q3 2024. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

  • GeoWealth Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2024 after selling out during the quarter.
  • GeoWealth Management sold 323 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $27.4K.
  • GeoWealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2024 and held it in 1 quarter.
  • GeoWealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $27.4K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on GeoWealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.