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

Merriman 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	$409K	Buy	5,713 +109	+2%	+$8.5K	0.02%	149
2024 Q3	$475K	Buy	5,604 +214	+4%	+$16.9K	0.02%	148
2024 Q2	$405K	Sell	5,390 -35	-0.6%	-$2.73K	0.02%	150
2024 Q1	$427K	Buy	5,425 +422	+8%	+$32.7K	0.02%	146
2023 Q4	$405K	Buy	5,003 +42	+0.8%	+$3.17K	0.02%	141
2023 Q3	$370K	Hold	4,961	–	–	0.02%	133
2023 Q2	$392K	Sell	4,961 -1,021	-17%	-$81.1K	0.02%	153
2023 Q1	$474K	Buy	5,982 +2,811	+89%	+$224K	0.02%	137
2022 Q4	$250K	Sell	3,171 -2,854	-47%	-$217K	0.01%	180
2022 Q3	$427K	Buy	6,025 +169	+3%	+$13.4K	0.03%	107
2022 Q2	$468K	Buy	5,856 +1,275	+28%	+$105K	0.03%	104
2022 Q1	$391K	Buy	4,581 +2,029	+80%	+$175K	0.03%	143
2021 Q4	$232K	Hold	2,552	–	–	0.02%	194
2021 Q3	$245K	Sell	2,552 -77	-3%	-$7.57K	0.02%	181
2021 Q2	$261K	Buy	+2,629	New	+$256K	0.02%	193

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

DAS

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

Merriman Wealth Management increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 1.9% in Q4 2024, buying an estimated $8.5K and bringing the position to 5,713 shares worth $409K. The position accounts for 0.02% of the portfolio, ranked #149.

Merriman Wealth Management first reported a position in SDG in Q2 2021 and has held it in 15 quarters since. The position peaked at $475K in Q3 2024. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

Merriman Wealth Management held 5,713 shares of iShares MSCI Global Sustainable Development Goals ETF worth $409K as of Q4 2024.
Merriman Wealth Management bought 109 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $8.5K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.02% of Merriman Wealth Management's portfolio in Q4 2024, its #149 holding.
Merriman Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2021 and has held it in 15 quarters since.
Merriman Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $475K in Q3 2024.
110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

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