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Private Advisor Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Private Advisor Group’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
-2,826
Closed -$240K – 2476
2024
Q3 		$240K Sell
2,826
-185
-6% -$14.6K ﹤0.01% 2099
2024
Q2 		$226K Sell
3,011
-89
-3% -$6.93K ﹤0.01% 2074
2024
Q1 		$244K Sell
3,100
-82
-3% -$6.36K ﹤0.01% 1986
2023
Q4 		$258K Buy
3,182
+323
+11% +$24.4K ﹤0.01% 1883
2023
Q3 		$213K Sell
2,859
-200
-7% -$15.7K ﹤0.01% 1841
2023
Q2 		$242K Sell
3,059
-256
-8% -$20.3K ﹤0.01% 1759
2023
Q1 		$262K Buy
+3,315
New +$264K ﹤0.01% 1646
2022
Q4 		– Sell
-3,384
Closed -$240K – 1921
2022
Q3 		$240K Sell
3,384
-97
-3% -$7.68K ﹤0.01% 1593
2022
Q2 		$278K Sell
3,481
-153
-4% -$12.6K ﹤0.01% 1684
2022
Q1 		$310K Hold
3,634
– – ﹤0.01% 1660
2021
Q4 		$330K Buy
3,634
+15
+0.4% +$1.4K ﹤0.01% 1670
2021
Q3 		$348K Buy
3,619
+10
+0.3% +$983 ﹤0.01% 1661
2021
Q2 		$359K Buy
3,609
+480
+15% +$46.8K ﹤0.01% 1548
2021
Q1 		$297K Buy
+3,129
New +$302K ﹤0.01% 1548
2020
Q3 		– Sell
-523
Closed -$36K – 3099
2020
Q2 		$36K Buy
+523
New +$33.2K ﹤0.01% 2268

Other funds holding SDG

Carson Wealth (CWM LLC)
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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Bank of America
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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Private Advisor Group's SDG Position: Q4 2024 in Review

Private Advisor Group sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2024, closing a stake of 2,826 shares — an estimated $240K sold.

Private Advisor Group first reported a position in SDG in Q2 2020 and held it in 15 quarters. The position peaked at $359K in Q2 2021. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

  • Private Advisor Group reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2024 after selling out during the quarter.
  • Private Advisor Group sold 2,826 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $240K.
  • Private Advisor Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2020 and held it in 15 quarters.
  • Private Advisor Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $359K in Q2 2021.
  • 110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on Private Advisor Group's 13F filing for Q4 2024, filed 3 Feb 2025.