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

Rathbones 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
2025
Q1 		– Sell
-3,626
Closed -$259K – 630
2024
Q4 		$259K Sell
3,626
-45
-1% -$3.51K ﹤0.01% 496
2024
Q3 		$311K Sell
3,671
-52
-1% -$4.09K ﹤0.01% 478
2024
Q2 		$279K Sell
3,723
-5
-0.1% -$389 ﹤0.01% 500
2024
Q1 		$293K Sell
3,728
-41
-1% -$3.18K ﹤0.01% 492
2023
Q4 		$305K Sell
3,769
-1,253
-25% -$94.5K ﹤0.01% 473
2023
Q3 		$374K Buy
5,022
+21
+0.4% +$1.65K ﹤0.01% 445
2023
Q2 		$395K Sell
5,001
-2,375
-32% -$189K ﹤0.01% 321
2023
Q1 		$584K Sell
7,376
-110
-1% -$8.77K 0.01% 282
2022
Q4 		$591K Sell
7,486
-933
-11% -$71.1K 0.01% 281
2022
Q3 		$597K Sell
8,419
-533
-6% -$42.2K 0.01% 270
2022
Q2 		$715K Buy
8,952
+621
+7% +$51.2K 0.01% 267
2022
Q1 		$711K Buy
8,331
+5,831
+233% +$504K 0.01% 273
2021
Q4 		$227K Buy
+2,500
New +$234K ﹤0.01% 385

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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Rathbones Group's SDG Position: Q1 2025 in Review

Rathbones Group sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2025, closing a stake of 3,626 shares — an estimated $259K sold.

Rathbones Group first reported a position in SDG in Q4 2021 and held it in 13 quarters. The position peaked at $715K in Q2 2022. 107 funds tracked by Wall St. Rank hold SDG as of Q1 2025.

  • Rathbones Group reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2025 after selling out during the quarter.
  • Rathbones Group sold 3,626 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2025, an estimated $259K.
  • Rathbones Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and held it in 13 quarters.
  • Rathbones Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $715K in Q2 2022.
  • 107 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2025.

Based on Rathbones Group's 13F filing for Q1 2025, filed 13 May 2025.