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

Levy Wealth Management Group’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 Q2	$412K	Sell	5,494 -2	-0%	-$156	0.11%	66
2024 Q1	$445K	Hold	5,496	–	–	0.13%	61
2023 Q4	$445K	Buy	5,496 +52	+1%	+$3.92K	0.13%	61
2023 Q3	$406K	Buy	5,444 +42	+0.8%	+$3.31K	0.13%	64
2023 Q2	$427K	Buy	5,402 +385	+8%	+$30.6K	0.13%	64
2023 Q1	$397K	Buy	5,017 +554	+12%	+$44.2K	0.12%	64
2022 Q4	$352K	Buy	4,463 +39	+0.9%	+$2.97K	0.12%	60
2022 Q3	$314K	Sell	4,424 -1,285	-23%	-$102K	0.14%	56
2022 Q2	$456K	Buy	5,709 +318	+6%	+$26.2K	0.21%	44
2022 Q1	$460K	Buy	5,391 +141	+3%	+$12.2K	0.19%	42
2021 Q4	$477K	Buy	5,250 +38	+0.7%	+$3.55K	0.22%	42
2021 Q3	$501K	Buy	5,212 +140	+3%	+$13.8K	0.28%	35
2021 Q2	$504K	Buy	5,072 +303	+6%	+$29.5K	0.29%	37
2021 Q1	$452K	Buy	4,769 +1,574	+49%	+$152K	0.3%	35
2020 Q4	$298K	Buy	+3,195	New	+$274K	0.21%	44

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Levy Wealth Management Group's SDG Position: Q2 2024 in Review

Levy Wealth Management Group reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.04% in Q2 2024, selling an estimated $156 and leaving 5,494 shares worth $412K. The position accounts for 0.11% of the portfolio, ranked #66.

Levy Wealth Management Group first reported a position in SDG in Q4 2020 and has held it in 15 quarters since. The position peaked at $504K in Q2 2021. 114 funds tracked by Wall St. Rank hold SDG as of Q2 2024.

Levy Wealth Management Group held 5,494 shares of iShares MSCI Global Sustainable Development Goals ETF worth $412K as of Q2 2024.
Levy Wealth Management Group sold 2 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2024, an estimated $156.
iShares MSCI Global Sustainable Development Goals ETF made up 0.11% of Levy Wealth Management Group's portfolio in Q2 2024, its #66 holding.
Levy Wealth Management Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and has held it in 15 quarters since.
Levy Wealth Management Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $504K in Q2 2021.
114 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.