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

IHT Wealth 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
-4,064
Closed -$345K – 1188
2024
Q3 		$345K Buy
+4,064
New +$320K 0.01% 862

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Bank of America
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DAS
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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

IHT Wealth Management's SDG Position: Q4 2024 in Review

IHT Wealth Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2024, closing a stake of 4,064 shares — an estimated $345K sold.

IHT Wealth Management first reported a position in SDG in Q3 2024 and held it in 1 quarter. The position peaked at $345K in Q3 2024. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

  • IHT Wealth Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2024 after selling out during the quarter.
  • IHT Wealth Management sold 4,064 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $345K.
  • IHT Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2024 and held it in 1 quarter.
  • IHT Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $345K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on IHT Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.