TLA
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Tanglewood Legacy Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Tanglewood Legacy 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
2026
Q1 		$79.8K Hold
950
– – 0.03% 143
2025
Q4 		$80K Hold
950
– – 0.03% 142
2025
Q3 		$79K Hold
950
– – 0.03% 143
2025
Q2 		$72.1K Hold
950
– – 0.03% 152
2025
Q1 		$68.8K Hold
950
– – 0.03% 155
2024
Q4 		$68K Hold
950
– – 0.03% 152
2024
Q3 		$80.6K Hold
950
– – 0.04% 133
2024
Q2 		$71.3K Sell
950
-450
-32% -$35K 0.03% 137
2024
Q1 		$110K Hold
1,400
– – 0.05% 116
2023
Q4 		$113K Hold
1,400
– – 0.06% 109
2023
Q3 		$104K Hold
1,400
– – 0.06% 112
2023
Q2 		$111K Hold
1,400
– – 0.06% 109
2023
Q1 		$111K Hold
1,400
– – 0.07% 100
2022
Q4 		$110K Buy
+1,400
New +$107K 0.08% 86

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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return