Rise Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Rise 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
2025 Q1	–	Sell	-32	Closed	-$2.25K	–	1559
2024 Q4	$2.25K	Buy	32 +1	+3%	+$78	﹤0.01%	1071
2024 Q3	$2.65K	Hold	31	–	–	﹤0.01%	1111
2024 Q2	$2.35K	Hold	31	–	–	﹤0.01%	1114
2024 Q1	$2.43K	Hold	31	–	–	﹤0.01%	1125
2023 Q4	$2.51K	Hold	31	–	–	﹤0.01%	439
2023 Q3	$2.28K	Hold	31	–	–	﹤0.01%	451
2023 Q2	$2.42K	Buy	31 +1	+3%	+$79	﹤0.01%	495
2023 Q1	$2.4K	Hold	30	–	–	﹤0.01%	549
2022 Q4	$2.4K	Hold	30	–	–	﹤0.01%	541
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	574
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	583
2022 Q1	$3K	Hold	30	–	–	﹤0.01%	504
2021 Q4	$2.71K	Buy	+30	New	+$2.81K	﹤0.01%	490

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Rise Advisors's SDG Position: Q1 2025 in Review

Rise Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2025, closing a stake of 32 shares — an estimated $2.25K sold.

Rise Advisors first reported a position in SDG in Q4 2021 and held it in 13 quarters. The position peaked at $3K in Q1 2022. 107 funds tracked by Wall St. Rank hold SDG as of Q1 2025.

Rise Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2025 after selling out during the quarter.
Rise Advisors sold 32 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2025, an estimated $2.25K.
Rise Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and held it in 13 quarters.
Rise Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $3K in Q1 2022.
107 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2025.

Based on Rise Advisors's 13F filing for Q1 2025, filed 15 May 2025.