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

Perigon 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
2026 Q3	$495K	Sell	5,662 -48	-0.8%	-$4.33K	0.01%	913
2026 Q2	$511K	Sell	5,710 -130	-2%	-$11.6K	0.01%	890
2026 Q1	$490K	Sell	5,840 -91	-2%	-$7.73K	0.01%	811
2025 Q4	$500K	Sell	5,931 -371	-6%	-$31.3K	0.01%	804
2025 Q3	$524K	Sell	6,302 -380	-6%	-$30.5K	0.01%	723
2025 Q2	$507K	Sell	6,682 -242	-3%	-$17.8K	0.01%	670
2025 Q1	$501K	Sell	6,924 -283	-4%	-$20.8K	0.01%	639
2024 Q4	$512K	Buy	7,207 +1,619	+29%	+$126K	0.01%	636
2024 Q3	$474K	Buy	5,588 +60	+1%	+$4.72K	0.01%	635
2024 Q2	$415K	Buy	+5,528	New	+$430K	0.01%	590

Other funds holding SDG

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

South Shore Capital Advisors Cohasset, Massachusetts $146M AUM 28.44% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Perigon Wealth Management's SDG Position: Q3 2026 in Review

Perigon Wealth Management reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.84% in Q3 2026, selling an estimated $4.33K and leaving 5,662 shares worth $495K. The position accounts for 0.01% of the portfolio, ranked #913.

Perigon Wealth Management first reported a position in SDG in Q2 2024 and has held it in 10 quarters since. The position peaked at $524K in Q3 2025. 18 funds tracked by Wall St. Rank hold SDG as of Q3 2026.

Perigon Wealth Management held 5,662 shares of iShares MSCI Global Sustainable Development Goals ETF worth $495K as of Q3 2026.
Perigon Wealth Management sold 48 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2026, an estimated $4.33K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of Perigon Wealth Management's portfolio in Q3 2026, its #913 holding.
Perigon Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2024 and has held it in 10 quarters since.
Perigon Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $524K in Q3 2025.
18 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.