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 Q3	$661K	Sell	7,568 -19	-0.3%	-$1.71K	0.11%	85
2026 Q2	$678K	Sell	7,587 -575	-7%	-$51.4K	0.12%	84
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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Invested Advisors State College, Pennsylvania $117M AUM 18.56% 1-Year Est. Return

Weil Company's SDG Position: Q3 2026 in Review

Weil Company reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.25% in Q3 2026, selling an estimated $1.71K and leaving 7,568 shares worth $661K. The position accounts for 0.11% of the portfolio, ranked #85.

Weil Company first reported a position in SDG in Q4 2024 and has held it in 8 quarters since. The position peaked at $708K in Q4 2025. 22 funds tracked by Wall St. Rank hold SDG as of Q3 2026.

Weil Company held 7,568 shares of iShares MSCI Global Sustainable Development Goals ETF worth $661K as of Q3 2026.
Weil Company sold 19 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2026, an estimated $1.71K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.11% of Weil Company's portfolio in Q3 2026, its #85 holding.
Weil Company first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2024 and has held it in 8 quarters since.
Weil Company's iShares MSCI Global Sustainable Development Goals ETF position peaked at $708K in Q4 2025.
22 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2026.

Based on Weil Company's 13F filing for Q3 2026, filed 14 Oct 2026.