Tolleson Wealth Management, Inc.
Position in SDG — iShares MSCI Global Sustainable Development Goals ETF
CIK 1772937
DALLAS, TX
All Filings in SDG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 SDG | $756,340 | 8,980 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 SDG | $747,136 | 8,980 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 SDG | $681,222 | 8,980 | Shares | Defined | 2025-08-28 | |
| 2025-03-31 SDG | $650,062 | 8,980 | Shares | Defined | 2025-08-28 | |
| 2024-12-31 SDG | $642,608 | 8,980 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 SDG | $761,414 | 8,980 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 SDG | $674,128 | 8,980 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 SDG | $706,815 | 8,980 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 SDG | $727,829 | 8,980 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 SDG | $669,189 | 8,980 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 SDG | $709,869 | 8,980 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 SDG | $1,454,482 | 18,367 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 SDG | $1,449,339 | 18,367 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||