Tower Research Capital (TRC)’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Tower Research Capital (TRC)’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	-165	Closed	-$11.8K	–	5715
2024 Q4	$11.8K	Sell	165 -31	-16%	-$2.42K	﹤0.01%	3676
2024 Q3	$16.6K	Buy	196 +33	+20%	+$2.6K	﹤0.01%	3353
2024 Q2	$12.2K	Hold	163	–	–	﹤0.01%	4046
2024 Q1	$12.8K	Hold	163	–	–	﹤0.01%	3444
2023 Q4	$13.2K	Buy	+163	New	+$12.3K	﹤0.01%	3973
2022 Q2	–	Sell	-365	Closed	-$31K	–	6471
2022 Q1	$31K	Buy	+365	New	+$31.5K	﹤0.01%	3120
2017 Q3	–	Sell	-200	Closed	-$11K	–	4100
2017 Q2	$11K	Buy	+200	New	+$10.8K	﹤0.01%	1579
2016 Q3	–	Sell	-2	Closed	–	–	4345
2016 Q2	$0	Buy	+2	New	+$96	﹤0.01%	4905

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 $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 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

Tower Research Capital (TRC)'s SDG Position: Q1 2025 in Review

Tower Research Capital (TRC) sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2025, closing a stake of 165 shares — an estimated $11.8K sold.

Tower Research Capital (TRC) first reported a position in SDG in Q2 2016 and held it in 8 quarters. The position peaked at $31K in Q1 2022. 107 funds tracked by Wall St. Rank hold SDG as of Q1 2025.

Tower Research Capital (TRC) reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2025 after selling out during the quarter.
Tower Research Capital (TRC) sold 165 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2025, an estimated $11.8K.
Tower Research Capital (TRC) first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2016 and held it in 8 quarters.
Tower Research Capital (TRC)'s iShares MSCI Global Sustainable Development Goals ETF position peaked at $31K in Q1 2022.
107 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q1 2025, filed 15 May 2025.