WWM
SDG icon

Wolff Wiese Magana’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Wolff Wiese Magana’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
Q2 		$1.43K Hold
16
– – ﹤0.01% 869
2026
Q1 		$1.34K Hold
16
– – ﹤0.01% 833
2025
Q4 		$1.35K Buy
16
+4
+33% +$337 ﹤0.01% 807
2025
Q3 		$999 Buy
12
+4
+50% +$321 ﹤0.01% 849
2025
Q2 		$607 Buy
+8
New +$589 ﹤0.01% 888

Other funds holding SDG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wolff Wiese Magana's SDG Position: Q2 2026 in Review

Wolff Wiese Magana held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 16 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #869.

Wolff Wiese Magana first reported a position in SDG in Q2 2025 and has held it in 5 quarters since. 8 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Wolff Wiese Magana held 16 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.43K as of Q2 2026.
  • Wolff Wiese Magana left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Wolff Wiese Magana's portfolio in Q2 2026, its #869 holding.
  • Wolff Wiese Magana first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2025 and has held it in 5 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Wolff Wiese Magana's 13F filing for Q2 2026, filed 13 Jul 2026.