Sunbelt Securities’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Sunbelt Securities’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 Q3	–	Sell	-55	Closed	-$3.92K	–	2842
2025 Q2	$3.92K	Hold	55	–	–	﹤0.01%	1497
2025 Q1	$3.96K	Hold	55	–	–	﹤0.01%	1467
2024 Q4	$3.94K	Buy	55 +1	+2%	+$78	﹤0.01%	1498
2024 Q3	$4.61K	Hold	54	–	–	﹤0.01%	1459
2024 Q2	$4.08K	Hold	54	–	–	﹤0.01%	1433
2024 Q1	$4.23K	Hold	54	–	–	﹤0.01%	1396
2023 Q4	$4.36K	Buy	54 +1	+2%	+$75	﹤0.01%	1333
2023 Q3	$3.97K	Hold	53	–	–	﹤0.01%	1354
2023 Q2	$4.21K	Hold	53	–	–	﹤0.01%	1355
2023 Q1	$4.16K	Buy	+53	New	+$4.23K	﹤0.01%	1333

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Sunbelt Securities's SDG Position: Q3 2025 in Review

Sunbelt Securities sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2025, closing a stake of 55 shares — an estimated $3.92K sold.

Sunbelt Securities first reported a position in SDG in Q1 2023 and held it in 10 quarters. The position peaked at $4.61K in Q3 2024. 98 funds tracked by Wall St. Rank hold SDG as of Q3 2025.

Sunbelt Securities reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q3 2025 after selling out during the quarter.
Sunbelt Securities sold 55 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2025, an estimated $3.92K.
Sunbelt Securities first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2023 and held it in 10 quarters.
Sunbelt Securities's iShares MSCI Global Sustainable Development Goals ETF position peaked at $4.61K in Q3 2024.
98 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2025.

Based on Sunbelt Securities's 13F filing for Q3 2025, filed 19 Nov 2025.