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

Tradition 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
2026
Q1 		$396K Sell
4,717
-47
-1% -$3.99K 0.03% 334
2025
Q4 		$401K Buy
4,764
+29
+0.6% +$2.45K 0.03% 324
2025
Q3 		$394K Hold
4,735
– – 0.03% 325
2025
Q2 		$359K Sell
4,735
-24
-0.5% -$1.77K 0.03% 315
2025
Q1 		$345K Buy
4,759
+1,407
+42% +$103K 0.03% 315
2024
Q4 		$240K Sell
3,352
-2,051
-38% -$160K 0.02% 365
2024
Q3 		$458K Sell
5,403
-27
-0.5% -$2.13K 0.04% 256
2024
Q2 		$408K Sell
5,430
-550
-9% -$42.8K 0.04% 266
2024
Q1 		$471K Buy
5,980
+47
+0.8% +$3.64K 0.05% 228
2023
Q4 		$481K Buy
5,933
+343
+6% +$25.9K 0.05% 201
2023
Q3 		$417K Buy
5,590
+91
+2% +$7.16K 0.05% 204
2023
Q2 		$435K Sell
5,499
-922
-14% -$73.2K 0.05% 192
2023
Q1 		$508K Buy
6,421
+462
+8% +$36.8K 0.06% 167
2022
Q4 		$470K Buy
5,959
+539
+10% +$41.1K 0.07% 166
2022
Q3 		$384K Buy
5,420
+108
+2% +$8.56K 0.06% 185
2022
Q2 		$424K Buy
5,312
+15
+0.3% +$1.24K 0.06% 177
2022
Q1 		$452K Buy
5,297
+1,114
+27% +$96.2K 0.06% 203
2021
Q4 		$380K Buy
4,183
+3,522
+533% +$329K 0.05% 213
2021
Q3 		$64K Buy
661
+159
+32% +$15.6K 0.01% 446
2021
Q2 		$50K Buy
+502
New +$48.9K 0.01% 527

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

Tradition Wealth Management's SDG Position: Q1 2026 in Review

Tradition Wealth Management reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.99% in Q1 2026, selling an estimated $3.99K and leaving 4,717 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #334.

Tradition Wealth Management first reported a position in SDG in Q2 2021 and has held it in 20 quarters since. The position peaked at $508K in Q1 2023. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Tradition Wealth Management held 4,717 shares of iShares MSCI Global Sustainable Development Goals ETF worth $396K as of Q1 2026.
  • Tradition Wealth Management sold 47 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $3.99K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #334 holding.
  • Tradition Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2021 and has held it in 20 quarters since.
  • Tradition Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $508K in Q1 2023.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.