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Weil Company’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Weil Company’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 		$685K Sell
8,162
-248
-3% -$21.1K 0.15% 73
2025
Q4 		$708K Sell
8,410
-14
-0.2% -$1.18K 0.16% 72
2025
Q3 		$701K Sell
8,424
-200
-2% -$16.1K 0.17% 72
2025
Q2 		$654K Sell
8,624
-279
-3% -$20.5K 0.17% 74
2025
Q1 		$644K Buy
8,903
+5,916
+198% +$434K 0.19% 63
2024
Q4 		$214K Buy
+2,987
New +$233K 0.07% 103

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

Weil Company's SDG Position: Q1 2026 in Review

Weil Company reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 2.9% in Q1 2026, selling an estimated $21.1K and leaving 8,162 shares worth $685K. The position accounts for 0.15% of the portfolio, ranked #73.

Weil Company first reported a position in SDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $708K in Q4 2025. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Weil Company held 8,162 shares of iShares MSCI Global Sustainable Development Goals ETF worth $685K as of Q1 2026.
  • Weil Company sold 248 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $21.1K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.15% of Weil Company's portfolio in Q1 2026, its #73 holding.
  • Weil Company first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2024 and has held it in 6 quarters since.
  • Weil Company's iShares MSCI Global Sustainable Development Goals ETF position peaked at $708K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Weil Company's 13F filing for Q1 2026, filed 15 Apr 2026.