PSA
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Plum Street Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Plum Street 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
2026
Q1 		$423K Hold
5,040
– – 0.15% 77
2025
Q4 		$424K Sell
5,040
-119
-2% -$10K 0.15% 73
2025
Q3 		$429K Hold
5,159
– – 0.17% 72
2025
Q2 		$391K Sell
5,159
-417
-7% -$30.7K 0.17% 67
2025
Q1 		$404K Hold
5,576
– – 0.19% 66
2024
Q4 		$399K Buy
5,576
+737
+15% +$57.5K 0.2% 65
2024
Q3 		$410K Hold
4,839
– – 0.21% 65
2024
Q2 		$363K Hold
4,839
– – 0.21% 57
2024
Q1 		$410K Buy
4,839
+276
+6% +$21.4K 0.21% 65
2023
Q4 		$370K Buy
+4,563
New +$344K 0.25% 51

Other funds holding SDG

Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return