Whelan Financial’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Whelan Financial’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
2024 Q4	–	Sell	-3,263	Closed	-$277K	–	60
2024 Q3	$277K	Sell	3,263 -75	-2%	-$5.91K	0.11%	38
2024 Q2	$251K	Sell	3,338 -3,817	-53%	-$297K	0.11%	37
2024 Q1	$563K	Sell	7,155 -519	-7%	-$40.2K	0.26%	21
2023 Q4	$622K	Sell	7,674 -1,048	-12%	-$79.1K	0.29%	19
2023 Q3	$650K	Sell	8,722 -1,018	-10%	-$80.1K	0.34%	17
2023 Q2	$770K	Hold	9,740	–	–	0.4%	15
2023 Q1	$771K	Sell	9,740 -1,781	-15%	-$142K	0.43%	15
2022 Q4	$909K	Buy	11,521 +6,613	+135%	+$504K	0.55%	16
2022 Q3	$348K	Buy	+4,908	New	+$389K	0.24%	17

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MWM

Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Whelan Financial's SDG Position: Q4 2024 in Review

Whelan Financial sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2024, closing a stake of 3,263 shares — an estimated $277K sold.

Whelan Financial first reported a position in SDG in Q3 2022 and held it in 9 quarters. The position peaked at $909K in Q4 2022. 110 funds tracked by Wall St. Rank hold SDG as of Q4 2024.

Whelan Financial reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2024 after selling out during the quarter.
Whelan Financial sold 3,263 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2024, an estimated $277K.
Whelan Financial first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2022 and held it in 9 quarters.
Whelan Financial's iShares MSCI Global Sustainable Development Goals ETF position peaked at $909K in Q4 2022.
110 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2024.

Based on Whelan Financial's 13F filing for Q4 2024, filed 14 Feb 2025.