Security National Bank’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Security National Bank’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	-250	Closed	-$17.9K	–	332
2024 Q4	$17.9K	Hold	250	–	–	﹤0.01%	253
2024 Q3	$21.2K	Hold	250	–	–	﹤0.01%	233
2024 Q2	$18.8K	Hold	250	–	–	﹤0.01%	234
2024 Q1	$19.7K	Hold	250	–	–	﹤0.01%	227
2023 Q4	$20.3K	Buy	+250	New	+$18.9K	﹤0.01%	235

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

Security National Bank's SDG Position: Q1 2025 in Review

Security National Bank sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2025, closing a stake of 250 shares — an estimated $17.9K sold.

Security National Bank first reported a position in SDG in Q4 2023 and held it in 5 quarters. The position peaked at $21.2K in Q3 2024. 107 funds tracked by Wall St. Rank hold SDG as of Q1 2025.

Security National Bank reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2025 after selling out during the quarter.
Security National Bank sold 250 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2025, an estimated $17.9K.
Security National Bank first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2023 and held it in 5 quarters.
Security National Bank's iShares MSCI Global Sustainable Development Goals ETF position peaked at $21.2K in Q3 2024.
107 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2025.

Based on Security National Bank's 13F filing for Q1 2025, filed 23 Apr 2025.