Integrated Wealth Concepts LLC
Position in SDG — iShares MSCI Global Sustainable Development Goals ETF
CIK 1737109
WALTHAM, MA
All Filings in SDG
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SDG | $237,838 | 2,833 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 SDG | $265,056 | 3,147 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 SDG | $253,260 | 3,044 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 SDG | $227,276 | 2,996 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 SDG | $231,286 | 3,195 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 SDG | $230,924 | 3,227 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 SDG | $290,490 | 3,426 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 SDG | $286,767 | 3,820 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 SDG | $291,384 | 3,702 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 SDG | $296,643 | 3,660 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 SDG | $276,990 | 3,717 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 SDG | $349,242 | 4,418 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 SDG | $203,914 | 2,575 | Shares | Sole | 2023-05-03 | |
| 2021-06-30 SDG | $219,011 | 2,204 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||