Spire Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Spire Wealth Management’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	-181	Closed	-$13K	–	2567
2024 Q4	$13K	Buy	181 +1	+0.6%	+$78	﹤0.01%	1768
2024 Q3	$15.3K	Hold	180	–	–	﹤0.01%	1519
2024 Q2	$13.5K	Buy	180 +2	+1%	+$156	﹤0.01%	1551
2024 Q1	$14K	Hold	178	–	–	﹤0.01%	1611
2023 Q4	$13.6K	Buy	178 +2	+1%	+$151	﹤0.01%	1652
2023 Q3	$13.1K	Hold	176	–	–	﹤0.01%	1648
2023 Q2	$13.9K	Buy	176 +1	+0.6%	+$79	﹤0.01%	1713
2023 Q1	$13.8K	Hold	175	–	–	﹤0.01%	1743
2022 Q4	$14K	Buy	175 +2	+1%	+$152	﹤0.01%	1502
2022 Q3	$12K	Hold	173	–	–	﹤0.01%	1517
2022 Q2	$14K	Buy	173 +2	+1%	+$165	﹤0.01%	1807
2022 Q1	$15K	Hold	171	–	–	﹤0.01%	1905
2021 Q4	$16K	Buy	171 +2	+1%	+$187	﹤0.01%	2211
2021 Q3	$16K	Hold	169	–	–	﹤0.01%	1942
2021 Q2	$17K	Hold	169	–	–	﹤0.01%	1947
2021 Q1	$16K	Buy	+169	New	+$16.3K	﹤0.01%	2245

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

Spire Wealth Management's SDG Position: Q1 2025 in Review

Spire Wealth Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2025, closing a stake of 181 shares — an estimated $13K sold.

Spire Wealth Management first reported a position in SDG in Q1 2021 and held it in 16 quarters. The position peaked at $17K in Q2 2021. 107 funds tracked by Wall St. Rank hold SDG as of Q1 2025.

Spire Wealth Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2025 after selling out during the quarter.
Spire Wealth Management sold 181 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2025, an estimated $13K.
Spire Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2021 and held it in 16 quarters.
Spire Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $17K in Q2 2021.
107 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.