Paragon Capital Management (Colorado)’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Paragon Capital Management (Colorado)’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 Q2	–	Sell	-12,818	Closed	-$928K	–	241
2025 Q1	$928K	Hold	12,818	–	–	0.19%	50
2024 Q4	$917K	Buy	12,818 +105	+0.8%	+$8.19K	0.18%	45
2024 Q3	$1.08M	Hold	12,713	–	–	0.21%	40
2024 Q2	$954K	Buy	+12,713	New	+$990K	0.18%	43

Other funds holding SDG

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

DAS

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

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

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

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Paragon Capital Management (Colorado)'s SDG Position: Q2 2025 in Review

Paragon Capital Management (Colorado) sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2025, closing a stake of 12,818 shares — an estimated $928K sold.

Paragon Capital Management (Colorado) first reported a position in SDG in Q2 2024 and held it in 4 quarters. The position peaked at $1.08M in Q3 2024. 95 funds tracked by Wall St. Rank hold SDG as of Q2 2025.

Paragon Capital Management (Colorado) reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2025 after selling out during the quarter.
Paragon Capital Management (Colorado) sold 12,818 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2025, an estimated $928K.
Paragon Capital Management (Colorado) first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2024 and held it in 4 quarters.
Paragon Capital Management (Colorado)'s iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.08M in Q3 2024.
95 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2025.

Based on Paragon Capital Management (Colorado)'s 13F filing for Q2 2025, filed 16 Jul 2025.