MFA Wealth Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

MFA Wealth 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
2024 Q4	–	Sell	-943	Closed	-$80K	–	330
2024 Q3	$80K	Hold	943	–	–	0.02%	150
2024 Q2	$70.8K	Buy	+943	New	+$73.4K	0.02%	158
2023 Q2	–	Sell	-7,260	Closed	-$575K	–	83
2023 Q1	$575K	Hold	7,260	–	–	0.19%	50
2022 Q4	$573K	Buy	7,260 +16	+0.2%	+$1.22K	0.21%	43
2022 Q3	$513K	Hold	7,244	–	–	0.19%	42
2022 Q2	$579K	Hold	7,244	–	–	0.21%	43
2022 Q1	$618K	Hold	7,244	–	–	0.2%	49
2021 Q4	$657K	Hold	7,244	–	–	0.28%	43
2021 Q3	$696K	Hold	7,244	–	–	0.32%	41
2021 Q2	$720K	Hold	7,244	–	–	0.33%	39
2021 Q1	$687K	Hold	7,244	–	–	0.33%	39
2020 Q4	$676K	Buy	+7,244	New	+$622K	0.6%	25

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 $4.86B AUM 22.78% 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 $1.37T AUM 24.88% 1-Year Est. Return

DAS

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

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

MFA Wealth Advisors's SDG Position: Q4 2024 in Review

MFA Wealth Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2024, closing a stake of 943 shares — an estimated $80K sold.

MFA Wealth Advisors first reported a position in SDG in Q4 2020 and held it in 12 quarters. The position peaked at $720K in Q2 2021. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

MFA Wealth Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 943 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $80K.
MFA Wealth Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 12 quarters.
MFA Wealth Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $720K in Q2 2021.
110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.