Allworth Financial’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Allworth Financial’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	$402K	Sell	4,497 -37	-0.8%	-$3.31K	﹤0.01%	1093
2026 Q1	$381K	Sell	4,534 -353	-7%	-$30K	﹤0.01%	1073
2025 Q4	$412K	Hold	4,887	–	–	﹤0.01%	1011
2025 Q3	$407K	Hold	4,887	–	–	﹤0.01%	968
2025 Q2	$371K	Hold	4,887	–	–	﹤0.01%	935
2025 Q1	$352K	Hold	4,887	–	–	﹤0.01%	774
2024 Q4	$348K	Sell	4,887 -81	-2%	-$6.32K	﹤0.01%	780
2024 Q3	$421K	Sell	4,968 -139	-3%	-$10.9K	﹤0.01%	622
2024 Q2	$394K	Hold	5,107	–	–	﹤0.01%	626
2024 Q1	$402K	Hold	5,107	–	–	﹤0.01%	606
2023 Q4	$414K	Sell	5,107 -1,249	-20%	-$94.2K	﹤0.01%	563
2023 Q3	$474K	Buy	+6,356	New	+$500K	﹤0.01%	503

Other funds holding SDG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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 New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Allworth Financial's SDG Position: Q2 2026 in Review

Allworth Financial reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.82% in Q2 2026, selling an estimated $3.31K and leaving 4,497 shares worth $402K. The position accounts for ﹤0.01% of the portfolio, ranked #1093.

Allworth Financial first reported a position in SDG in Q3 2023 and has held it in 12 quarters since. The position peaked at $474K in Q3 2023. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Allworth Financial held 4,497 shares of iShares MSCI Global Sustainable Development Goals ETF worth $402K as of Q2 2026.
Allworth Financial sold 37 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $3.31K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1093 holding.
Allworth Financial first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2023 and has held it in 12 quarters since.
Allworth Financial's iShares MSCI Global Sustainable Development Goals ETF position peaked at $474K in Q3 2023.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.