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

Tolleson 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 Q4	$756K	Hold	8,980	–	–	0.11%	52
2025 Q3	$747K	Hold	8,980	–	–	0.12%	52
2025 Q2	$681K	Hold	8,980	–	–	0.12%	55
2025 Q1	$650K	Hold	8,980	–	–	0.13%	55
2024 Q4	$643K	Hold	8,980	–	–	0.13%	57
2024 Q3	$761K	Hold	8,980	–	–	0.15%	46
2024 Q2	$674K	Hold	8,980	–	–	0.13%	56
2024 Q1	$707K	Hold	8,980	–	–	0.14%	53
2023 Q4	$728K	Hold	8,980	–	–	0.15%	48
2023 Q3	$669K	Hold	8,980	–	–	0.16%	49
2023 Q2	$710K	Sell	8,980 -9,387	-51%	-$745K	0.17%	51
2023 Q1	$1.45M	Hold	18,367	–	–	0.38%	34
2022 Q4	$1.45M	Buy	+18,367	New	+$1.4M	0.39%	33

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

FTUS

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

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tolleson Wealth Management's SDG Position: Q4 2025 in Review

Tolleson Wealth Management held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q4 2025 at 8,980 shares worth $756K. The position accounts for 0.11% of the portfolio, ranked #52.

Tolleson Wealth Management first reported a position in SDG in Q4 2022 and has held it in 13 quarters since. The position peaked at $1.45M in Q1 2023. 101 funds tracked by Wall St. Rank hold SDG as of Q4 2025.

Tolleson Wealth Management held 8,980 shares of iShares MSCI Global Sustainable Development Goals ETF worth $756K as of Q4 2025.
Tolleson Wealth Management left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q4 2025.
iShares MSCI Global Sustainable Development Goals ETF made up 0.11% of Tolleson Wealth Management's portfolio in Q4 2025, its #52 holding.
Tolleson Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and has held it in 13 quarters since.
Tolleson Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.45M in Q1 2023.
101 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2025.

Based on Tolleson Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.