4FG
SDG icon

4Thought Financial Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

4Thought Financial Group’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 		$12.1K Sell
136
-15
-10% -$1.34K 0.01% 84
2026
Q1 		$12.7K Sell
151
-6
-4% -$510 0.01% 85
2025
Q4 		$13.2K Buy
157
+6
+4% +$506 0.01% 75
2025
Q3 		$12.5K Sell
151
-2
-1% -$161 0.01% 74
2025
Q2 		$11.6K Buy
153
+76
+99% +$5.59K 0.01% 75
2025
Q1 		$5.56K Sell
77
-95
-55% -$6.97K ﹤0.01% 78
2024
Q4 		$12.3K Sell
172
-12
-7% -$936 0.01% 70
2024
Q3 		$15.6K Sell
184
-34
-16% -$2.68K 0.01% 76
2024
Q2 		$16.3K Sell
218
-20
-8% -$1.56K 0.01% 77
2024
Q1 		$18.7K Sell
238
-42
-15% -$3.25K 0.01% 73
2023
Q4 		$22.7K Buy
280
+37
+15% +$2.79K 0.02% 73
2023
Q3 		$18.1K Sell
243
-2
-0.8% -$157 0.01% 66
2023
Q2 		$19.4K Sell
245
-19
-7% -$1.51K 0.02% 64
2023
Q1 		$20.9K Sell
264
-2
-0.8% -$160 0.02% 66
2022
Q4 		$21K Sell
266
-29
-10% -$2.21K 0.02% 65
2022
Q3 		$21K Buy
295
+7
+2% +$555 0.02% 69
2022
Q2 		$23K Buy
288
+5
+2% +$412 0.02% 72
2022
Q1 		$24K Sell
283
-6
-2% -$518 0.02% 72
2021
Q4 		$26K Buy
289
+38
+15% +$3.55K 0.02% 70
2021
Q3 		$24K Sell
251
-16
-6% -$1.57K 0.02% 72
2021
Q2 		$27K Buy
267
+16
+6% +$1.56K 0.02% 63
2021
Q1 		$24K Buy
+251
New +$24.2K 0.02% 77

Other funds holding SDG

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 34.97% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

4Thought Financial Group's SDG Position: Q2 2026 in Review

4Thought Financial Group reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 9.9% in Q2 2026, selling an estimated $1.34K and leaving 136 shares worth $12.1K. The position accounts for 0.01% of the portfolio, ranked #84.

4Thought Financial Group first reported a position in SDG in Q1 2021 and has held it in 22 quarters since. The position peaked at $27K in Q2 2021. 38 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • 4Thought Financial Group held 136 shares of iShares MSCI Global Sustainable Development Goals ETF worth $12.1K as of Q2 2026.
  • 4Thought Financial Group sold 15 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $1.34K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of 4Thought Financial Group's portfolio in Q2 2026, its #84 holding.
  • 4Thought Financial Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2021 and has held it in 22 quarters since.
  • 4Thought Financial Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $27K in Q2 2021.
  • 38 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on 4Thought Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.