Janney Montgomery Scott
SDG icon

Janney Montgomery Scott’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Janney Montgomery Scott’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
Q3 		– Sell
-2,713
Closed -$206K – 2967
2025
Q2 		$206K Buy
+2,713
New +$200K ﹤0.01% 2560
2025
Q1 		– Sell
-3,072
Closed -$220K – 2848
2024
Q4 		$220K Sell
3,072
-941
-23% -$73.4K ﹤0.01% 2501
2024
Q3 		$340K Hold
4,013
– – ﹤0.01% 2218
2024
Q2 		$301K Sell
4,013
-576
-13% -$44.8K ﹤0.01% 2210
2024
Q1 		$361K Sell
4,589
-5,877
-56% -$455K ﹤0.01% 2216
2023
Q4 		$848K Buy
10,466
+5,401
+107% +$408K ﹤0.01% 1544
2023
Q3 		$377K Sell
5,065
-29
-0.6% -$2.28K ﹤0.01% 1982
2023
Q2 		$403K Buy
5,094
+510
+11% +$40.5K ﹤0.01% 2025
2023
Q1 		$363K Sell
4,584
-347
-7% -$27.7K ﹤0.01% 1934
2022
Q4 		$389K Sell
4,931
-90
-2% -$6.86K ﹤0.01% 1935
2022
Q3 		$356K Sell
5,021
-50
-1% -$3.96K ﹤0.01% 1899
2022
Q2 		$407K Sell
5,071
-443
-8% -$36.5K ﹤0.01% 1725
2022
Q1 		$470K Buy
5,514
+66
+1% +$5.7K ﹤0.01% 1653
2021
Q4 		$494K Sell
5,448
-771
-12% -$72.1K ﹤0.01% 1729
2021
Q3 		$597K Sell
6,219
-37
-0.6% -$3.64K ﹤0.01% 1547
2021
Q2 		$622K Sell
6,256
-613
-9% -$59.7K ﹤0.01% 1509
2021
Q1 		$651K Sell
6,869
-48
-0.7% -$4.63K ﹤0.01% 1410
2020
Q4 		$646K Sell
6,917
-529
-7% -$45.4K ﹤0.01% 1414
2020
Q3 		$599K Buy
+7,446
New +$573K ﹤0.01% 1347

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
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
Wealth Enhancement Advisory Services
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

Janney Montgomery Scott's SDG Position: Q3 2025 in Review

Janney Montgomery Scott sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2025, closing a stake of 2,713 shares — an estimated $206K sold.

Janney Montgomery Scott first reported a position in SDG in Q3 2020 and held it in 19 quarters. The position peaked at $848K in Q4 2023. 98 funds tracked by Wall St. Rank hold SDG as of Q3 2025.

  • Janney Montgomery Scott reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 2,713 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2025, an estimated $206K.
  • Janney Montgomery Scott first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and held it in 19 quarters.
  • Janney Montgomery Scott's iShares MSCI Global Sustainable Development Goals ETF position peaked at $848K in Q4 2023.
  • 98 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2025.

Based on Janney Montgomery Scott's 13F filing for Q3 2025, filed 27 Oct 2025.