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 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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

FDCP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Perigon Wealth Management's SDG Position: Q1 2026 in Review

Perigon Wealth Management reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 1.5% in Q1 2026, selling an estimated $7.73K and leaving 5,840 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #811.

Perigon Wealth Management first reported a position in SDG in Q2 2024 and has held it in 8 quarters since. The position peaked at $524K in Q3 2025. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Perigon Wealth Management held 5,840 shares of iShares MSCI Global Sustainable Development Goals ETF worth $490K as of Q1 2026.
Perigon Wealth Management sold 91 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $7.73K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #811 holding.
Perigon Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2024 and has held it in 8 quarters since.
Perigon Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $524K in Q3 2025.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.