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Advisory Services Network’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Advisory Services Network’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 		– Sell
-1,125
Closed -$94.4K – 4192
2026
Q1 		$94.4K Buy
+1,125
New +$95.6K ﹤0.01% 2243
2025
Q4 		– Sell
-763
Closed -$63.5K – 3823
2025
Q3 		$63.5K Buy
+763
New +$61.3K ﹤0.01% 2315
2024
Q2 		– Sell
-6,945
Closed -$547K – 1591
2024
Q1 		$547K Buy
6,945
+291
+4% +$22.6K 0.01% 924
2023
Q4 		$539K Buy
6,654
+421
+7% +$31.8K 0.01% 869
2023
Q3 		$464K Buy
6,233
+20
+0.3% +$1.57K 0.01% 951
2023
Q2 		$491K Sell
6,213
-1,337
-18% -$106K 0.01% 918
2023
Q1 		$598K Sell
7,550
-639
-8% -$51K 0.02% 824
2022
Q4 		$646K Buy
8,189
+2,959
+57% +$225K 0.02% 749
2022
Q3 		$371K Buy
5,230
+1,117
+27% +$88.5K 0.01% 945
2022
Q2 		$328K Buy
4,113
+57
+1% +$4.7K 0.01% 1027
2022
Q1 		$346K Buy
4,056
+94
+2% +$8.12K 0.01% 1076
2021
Q4 		$359K Buy
+3,962
New +$371K 0.01% 1025
2021
Q3 		– Sell
-846
Closed -$84K – 2913
2021
Q2 		$84K Buy
+846
New +$82.4K ﹤0.01% 1712
2021
Q1 		– Sell
-733
Closed -$68K – 2670
2020
Q4 		$68K Sell
733
-14
-2% -$1.2K ﹤0.01% 1521
2020
Q3 		$60K Buy
+747
New +$57.5K ﹤0.01% 1497
2020
Q2 		– Sell
-224
Closed -$13K – 2448
2020
Q1 		$13K Sell
224
-92
-29% -$5.94K ﹤0.01% 2120
2019
Q4 		$21K Buy
+316
New +$19.6K ﹤0.01% 1997

Other funds holding SDG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.41% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Advisory Services Network's SDG Position: Q2 2026 in Review

Advisory Services Network sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2026, closing a stake of 1,125 shares — an estimated $94.4K sold.

Advisory Services Network first reported a position in SDG in Q4 2019 and held it in 17 quarters. The position peaked at $646K in Q4 2022. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Advisory Services Network reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2026 after selling out during the quarter.
  • Advisory Services Network sold 1,125 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $94.4K.
  • Advisory Services Network first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2019 and held it in 17 quarters.
  • Advisory Services Network's iShares MSCI Global Sustainable Development Goals ETF position peaked at $646K in Q4 2022.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.