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Wingate Wealth Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Wingate Wealth Advisors’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
Q1 		– Sell
-1,039
Closed -$74.3K – 364
2024
Q4 		$74.3K Buy
+1,039
New +$81K 0.07% 170

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
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Wingate Wealth Advisors's SDG Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2025, closing a stake of 1,039 shares — an estimated $74.3K sold.

Wingate Wealth Advisors first reported a position in SDG in Q4 2024 and held it in 1 quarter. The position peaked at $74.3K in Q4 2024. 107 funds tracked by Wall St. Rank hold SDG as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 1,039 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2025, an estimated $74.3K.
  • Wingate Wealth Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $74.3K in Q4 2024.
  • 107 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.