HGA
SDG icon

Hobbs Group Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Hobbs Group 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
2024
Q4 		– Sell
-730
Closed -$61.9K – 525
2024
Q3 		$61.9K Hold
730
– – 0.02% 229
2024
Q2 		$54.8K Buy
+730
New +$56.8K 0.02% 225
2023
Q4 		$59.2K Buy
+730
New +$55.1K 0.03% 193

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

Hobbs Group Advisors's SDG Position: Q4 2024 in Review

Hobbs Group Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2024, closing a stake of 730 shares — an estimated $61.9K sold.

Hobbs Group Advisors first reported a position in SDG in Q4 2023 and held it in 3 quarters. The position peaked at $61.9K in Q3 2024. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

  • Hobbs Group Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2024 after selling out during the quarter.
  • Hobbs Group Advisors sold 730 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $61.9K.
  • Hobbs Group Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2023 and held it in 3 quarters.
  • Hobbs Group Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $61.9K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on Hobbs Group Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.