One Capital Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

One Capital 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	–	Sell	-2,500	Closed	-$212K	–	390
2024 Q3	$212K	Sell	2,500 -460	-16%	-$36.2K	0.01%	362
2024 Q2	$222K	Sell	2,960 -184	-6%	-$14.3K	0.01%	356
2024 Q1	$247K	Sell	3,144 -313	-9%	-$24.3K	0.01%	274
2023 Q4	$280K	Hold	3,457	–	–	0.01%	254
2023 Q3	$258K	Hold	3,457	–	–	0.01%	244
2023 Q2	$273K	Hold	3,457	–	–	0.01%	247
2023 Q1	$274K	Sell	3,457 -400	-10%	-$31.9K	0.01%	270
2022 Q4	$304K	Hold	3,857	–	–	0.02%	248
2022 Q3	$273K	Hold	3,857	–	–	0.02%	258
2022 Q2	$308K	Hold	3,857	–	–	0.02%	263
2022 Q1	$329K	Buy	+3,857	New	+$333K	0.02%	266

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

One Capital Management's SDG Position: Q4 2024 in Review

One Capital Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2024, closing a stake of 2,500 shares — an estimated $212K sold.

One Capital Management first reported a position in SDG in Q1 2022 and held it in 11 quarters. The position peaked at $329K in Q1 2022. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

One Capital Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2024 after selling out during the quarter.
One Capital Management sold 2,500 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $212K.
One Capital Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2022 and held it in 11 quarters.
One Capital Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $329K in Q1 2022.
110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on One Capital Management's 13F filing for Q4 2024, filed 6 Feb 2025.