Congress Wealth Management LLC / DE /
Position in SDG — iShares MSCI Global Sustainable Development Goals ETF
CIK 1904976
BOSTON, MA
All Filings in SDG
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 SDG | $574,639 | 7,575 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 SDG | $472,272 | 6,524 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 SDG | $379,983 | 5,310 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 SDG | $576,995 | 6,805 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 SDG | $518,808 | 6,911 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 SDG | $675,567 | 8,583 | Shares | Defined | 2024-04-18 | |
| 2023-12-31 SDG | $687,547 | 8,483 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 SDG | $571,791 | 7,673 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 SDG | $495,880 | 6,273 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 SDG | $465,399 | 5,877 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 SDG | $387,369 | 4,909 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 SDG | $311,331 | 4,393 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 SDG | $345,720 | 4,328 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||