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ASN
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
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
Carson Wealth (CWM LLC)
Omaha, Nebraska
$38.1B AUM
19.66%
1-Year Est. Return
FTUS
Flow Traders U.S.
New York
$3.16B AUM
19.52%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
LPL Financial
San Diego, California
$377B AUM
19.32%
1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners
Waltham, Massachusetts
$1.57B AUM
20.41%
1-Year Est. Return
Jane Street
New York
$777B AUM
61.18%
1-Year Est. Return
AL
Aspiriant LLC
Los Angeles, California
$3.51B AUM
13.98%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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