SEIA
SDG icon

Signature Estate & Investment Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Signature Estate & Investment 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
-3,096
Closed -$222K – 576
2024
Q4 		$222K Sell
3,096
-115
-4% -$8.97K 0.01% 488
2024
Q3 		$272K Sell
3,211
-1,032
-24% -$81.3K 0.01% 423
2024
Q2 		$318K Buy
+4,243
New +$330K 0.01% 379

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 $4.05B AUM 19.01% 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

Signature Estate & Investment Advisors's SDG Position: Q1 2025 in Review

Signature Estate & Investment Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2025, closing a stake of 3,096 shares — an estimated $222K sold.

Signature Estate & Investment Advisors first reported a position in SDG in Q2 2024 and held it in 3 quarters. The position peaked at $318K in Q2 2024. 107 funds tracked by Wall St. Rank hold SDG as of Q1 2025.

  • Signature Estate & Investment Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2025 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 3,096 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2025, an estimated $222K.
  • Signature Estate & Investment Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2024 and held it in 3 quarters.
  • Signature Estate & Investment Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $318K in Q2 2024.
  • 107 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q1 2025, filed 16 May 2025.