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Abundance Wealth Counselors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Abundance Wealth Counselors’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 		$381K Buy
+4,258
New +$381K 0.02% 204

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 $518M AUM 22.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Abundance Wealth Counselors's SDG Position: Q2 2026 in Review

Abundance Wealth Counselors opened a new position in iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2026: 4,258 shares worth $381K. The stake represents 0.02% of the portfolio and ranks #204 among its holdings.

30 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Abundance Wealth Counselors held 4,258 shares of iShares MSCI Global Sustainable Development Goals ETF worth $381K as of Q2 2026.
  • iShares MSCI Global Sustainable Development Goals ETF was a new Abundance Wealth Counselors position in Q2 2026.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.02% of Abundance Wealth Counselors's portfolio in Q2 2026, its #204 holding.
  • 30 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Abundance Wealth Counselors's 13F filing for Q2 2026, filed 23 Jul 2026.