AE Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

AE Wealth Management’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 Q1	$16.5K	Buy	197 +1	+0.5%	+$85	﹤0.01%	2187
2025 Q4	$16.5K	Sell	196 -1,363	-87%	-$115K	﹤0.01%	2063
2025 Q3	$130K	Buy	1,559 +1,151	+282%	+$92.4K	﹤0.01%	1498
2025 Q2	$31K	Buy	408 +7	+2%	+$515	﹤0.01%	1682
2025 Q1	$29K	Buy	401 +21	+6%	+$1.54K	﹤0.01%	1665
2024 Q4	$27.2K	Buy	+380	New	+$29.6K	﹤0.01%	1661

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

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

AE Wealth Management's SDG Position: Q1 2026 in Review

AE Wealth Management increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.51% in Q1 2026, buying an estimated $85 and bringing the position to 197 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #2187.

AE Wealth Management first reported a position in SDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $130K in Q3 2025. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

AE Wealth Management held 197 shares of iShares MSCI Global Sustainable Development Goals ETF worth $16.5K as of Q1 2026.
AE Wealth Management bought 1 iShares MSCI Global Sustainable Development Goals ETF share in Q1 2026, an estimated $85.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2187 holding.
AE Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2024 and has held it in 6 quarters since.
AE Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $130K in Q3 2025.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.