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WFA Asset Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

WFA Asset 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
2025
Q3 		$82.6K Sell
974
-81
-8% -$6.5K 0.04% 78
2025
Q2 		$79.2K Sell
1,055
-6,187
-85% -$455K 0.04% 78
2025
Q1 		$570K Buy
7,242
+6,396
+756% +$470K 0.3% 30
2024
Q4 		$60.5K Sell
846
-128
-13% -$9.98K 0.03% 102
2024
Q3 		$82.6K Sell
974
-81
-8% -$6.38K 0.04% 78
2024
Q2 		$79.2K Sell
1,055
-6,187
-85% -$482K 0.04% 78
2024
Q1 		$570K Sell
7,242
-2,915
-29% -$226K 0.3% 30
2023
Q4 		$823K Sell
10,157
-473
-4% -$35.7K 0.45% 21
2023
Q3 		$792K Sell
10,630
-1,374
-11% -$108K 0.47% 21
2023
Q2 		$949K Sell
12,004
-1,379
-10% -$109K 0.56% 18
2023
Q1 		$1.06M Sell
13,383
-1,510
-10% -$120K 0.65% 18
2022
Q4 		$1.18M Sell
14,893
-110
-0.7% -$8.38K 0.77% 17
2022
Q3 		$1.06M Buy
15,003
+99
+0.7% +$7.84K 0.76% 13
2022
Q2 		$1.19M Buy
14,904
+74
+0.5% +$6.1K 0.83% 12
2022
Q1 		$1.27M Sell
14,830
-2,916
-16% -$252K 0.83% 12
2021
Q4 		$1.61M Buy
+17,746
New +$1.66M 1.05% 11

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

WFA Asset Management's SDG Position: Q3 2025 in Review

WFA Asset Management reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 7.7% in Q3 2025, selling an estimated $6.5K and leaving 974 shares worth $82.6K. The position accounts for 0.04% of the portfolio, ranked #78.

WFA Asset Management first reported a position in SDG in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.61M in Q4 2021. 98 funds tracked by Wall St. Rank hold SDG as of Q3 2025.

  • WFA Asset Management held 974 shares of iShares MSCI Global Sustainable Development Goals ETF worth $82.6K as of Q3 2025.
  • WFA Asset Management sold 81 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2025, an estimated $6.5K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.04% of WFA Asset Management's portfolio in Q3 2025, its #78 holding.
  • WFA Asset Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and has held it in 16 quarters since.
  • WFA Asset Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.61M in Q4 2021.
  • 98 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2025.

Based on WFA Asset Management's 13F filing for Q3 2025, filed 30 Oct 2025.