LRIA
SDG icon

Leonard Rickey Investment Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Leonard Rickey Investment 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
2025
Q1 		– Sell
-9,504
Closed -$680K – 112
2024
Q4 		$680K Buy
9,504
+1
+0% +$78 0.16% 52
2024
Q3 		$806K Sell
9,503
-64
-0.7% -$5.04K 0.18% 48
2024
Q2 		$718K Buy
9,567
+6
+0.1% +$467 0.17% 47
2024
Q1 		$753K Sell
9,561
-4
-0% -$310 0.19% 43
2023
Q4 		$775K Buy
9,565
+641
+7% +$48.4K 0.23% 42
2023
Q3 		$665K Buy
8,924
+394
+5% +$31K 0.22% 42
2023
Q2 		$674K Buy
8,530
+123
+1% +$9.77K 0.25% 37
2023
Q1 		$666K Buy
8,407
+54
+0.6% +$4.31K 0.26% 36
2022
Q4 		$659K Buy
8,353
+69
+0.8% +$5.26K 0.28% 33
2022
Q3 		$587K Buy
8,284
+6
+0.1% +$475 0.28% 36
2022
Q2 		$661K Buy
8,278
+199
+2% +$16.4K 0.29% 33
2022
Q1 		$689K Buy
8,079
+542
+7% +$46.8K 0.26% 35
2021
Q4 		$684K Buy
7,537
+963
+15% +$90.1K 0.25% 39
2021
Q3 		$632K Buy
6,574
+204
+3% +$20.1K 0.27% 37
2021
Q2 		$622K Sell
6,370
-2,065
-24% -$201K 0.27% 37
2021
Q1 		$800K Buy
8,435
+828
+11% +$79.9K 0.32% 33
2020
Q4 		$710K Buy
7,607
+3,868
+103% +$332K 0.32% 33
2020
Q3 		$301K Sell
3,739
-1,129
-23% -$86.9K 0.19% 42
2020
Q2 		$332K Buy
4,868
+49
+1% +$3.11K 0.22% 38
2020
Q1 		$277K Sell
4,819
-132
-3% -$8.52K 0.21% 44
2019
Q4 		$324K Buy
+4,951
New +$307K 0.2% 50

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Leonard Rickey Investment Advisors's SDG Position: Q1 2025 in Review

Leonard Rickey Investment Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2025, closing a stake of 9,504 shares — an estimated $680K sold.

Leonard Rickey Investment Advisors first reported a position in SDG in Q4 2019 and held it in 21 quarters. The position peaked at $806K in Q3 2024. 107 funds tracked by Wall St. Rank hold SDG as of Q1 2025.

  • Leonard Rickey Investment Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2025 after selling out during the quarter.
  • Leonard Rickey Investment Advisors sold 9,504 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2025, an estimated $680K.
  • Leonard Rickey Investment Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2019 and held it in 21 quarters.
  • Leonard Rickey Investment Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $806K in Q3 2024.
  • 107 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2025.

Based on Leonard Rickey Investment Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.