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Journey Strategic Wealth’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Journey Strategic Wealth’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
-2,734
Closed -$232K – 544
2024
Q3 		$232K Sell
2,734
-268
-9% -$21.1K 0.01% 419
2024
Q2 		$225K Buy
3,002
+457
+18% +$35.6K 0.01% 333
2024
Q1 		$200K Buy
+2,545
New +$197K 0.01% 290

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

Journey Strategic Wealth's SDG Position: Q4 2024 in Review

Journey Strategic Wealth sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2024, closing a stake of 2,734 shares — an estimated $232K sold.

Journey Strategic Wealth first reported a position in SDG in Q1 2024 and held it in 3 quarters. The position peaked at $232K in Q3 2024. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

  • Journey Strategic Wealth reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2024 after selling out during the quarter.
  • Journey Strategic Wealth sold 2,734 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $232K.
  • Journey Strategic Wealth first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2024 and held it in 3 quarters.
  • Journey Strategic Wealth's iShares MSCI Global Sustainable Development Goals ETF position peaked at $232K in Q3 2024.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on Journey Strategic Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.