Wealth Enhancement Advisory Services
SDG icon

Wealth Enhancement Advisory Services’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$1.12M Sell
12,607
-459
-4% -$41K ﹤0.01% 1993
2026
Q1 		$1.11M Sell
13,066
-2,073
-14% -$176K ﹤0.01% 1728
2025
Q4 		$1.3M Sell
15,139
-7,428
-33% -$627K ﹤0.01% 1794
2025
Q3 		$1.89M Sell
22,567
-952
-4% -$76.4K ﹤0.01% 1474
2025
Q2 		$1.82M Sell
23,519
-3,189
-12% -$235K ﹤0.01% 1402
2025
Q1 		$1.93M Sell
26,708
-76,335
-74% -$5.6M ﹤0.01% 1259
2024
Q4 		$7.37M Buy
103,043
+1,233
+1% +$96.1K 0.01% 661
2024
Q3 		$8.63M Sell
101,810
-3,074
-3% -$242K 0.02% 556
2024
Q2 		$7.87M Buy
104,884
+977
+0.9% +$76.1K 0.02% 555
2024
Q1 		$8.18M Buy
103,907
+11,553
+13% +$895K 0.02% 531
2023
Q4 		$7.49M Sell
92,354
-6,005
-6% -$453K 0.02% 495
2023
Q3 		$7.33M Buy
98,359
+55,447
+129% +$4.37M 0.02% 482
2023
Q2 		$3.39M Buy
42,912
+4,173
+11% +$331K 0.04% 155
2023
Q1 		$3.07M Buy
38,739
+10,028
+35% +$800K 0.04% 169
2022
Q4 		$2.36M Buy
28,711
+997
+4% +$75.9K 0.03% 160
2022
Q3 		$1.95M Buy
27,714
+6,024
+28% +$477K 0.03% 172
2022
Q2 		$1.75M Buy
21,690
+9,357
+76% +$771K 0.02% 210
2022
Q1 		$1.07M Buy
+12,333
New +$1.07M 0.01% 233

Other funds holding SDG

BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Wealth Enhancement Advisory Services's SDG Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 3.5% in Q2 2026, selling an estimated $41K and leaving 12,607 shares worth $1.12M. The position accounts for ﹤0.01% of the portfolio, ranked #1993.

Wealth Enhancement Advisory Services first reported a position in SDG in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.63M in Q3 2024. 8 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Wealth Enhancement Advisory Services held 12,607 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.12M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 459 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $41K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1993 holding.
  • Wealth Enhancement Advisory Services first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2022 and has held it in 18 quarters since.
  • Wealth Enhancement Advisory Services's iShares MSCI Global Sustainable Development Goals ETF position peaked at $8.63M in Q3 2024.
  • 8 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.