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Richards, Merrill & Peterson’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Richards, Merrill & Peterson’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
Q2 		– Sell
-326
Closed -$23.6K – 418
2025
Q1 		$23.6K Hold
326
– – 0.01% 330
2024
Q4 		$23.3K Buy
+326
New +$25.4K 0.01% 324

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Richards, Merrill & Peterson's SDG Position: Q2 2025 in Review

Richards, Merrill & Peterson sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2025, closing a stake of 326 shares — an estimated $23.6K sold.

Richards, Merrill & Peterson first reported a position in SDG in Q4 2024 and held it in 2 quarters. The position peaked at $23.6K in Q1 2025. 95 funds tracked by Wall St. Rank hold SDG as of Q2 2025.

  • Richards, Merrill & Peterson reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2025 after selling out during the quarter.
  • Richards, Merrill & Peterson sold 326 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2025, an estimated $23.6K.
  • Richards, Merrill & Peterson first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2024 and held it in 2 quarters.
  • Richards, Merrill & Peterson's iShares MSCI Global Sustainable Development Goals ETF position peaked at $23.6K in Q1 2025.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2025.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2025, filed 31 Jul 2025.