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 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

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

Allworth Financial's SDG Position: Q1 2026 in Review

Allworth Financial reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 7.2% in Q1 2026, selling an estimated $30K and leaving 4,534 shares worth $381K. The position accounts for ﹤0.01% of the portfolio, ranked #1073.

Allworth Financial first reported a position in SDG in Q3 2023 and has held it in 11 quarters since. The position peaked at $474K in Q3 2023. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Allworth Financial held 4,534 shares of iShares MSCI Global Sustainable Development Goals ETF worth $381K as of Q1 2026.
Allworth Financial sold 353 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $30K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Allworth Financial's portfolio in Q1 2026, its #1073 holding.
Allworth Financial first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2023 and has held it in 11 quarters since.
Allworth Financial's iShares MSCI Global Sustainable Development Goals ETF position peaked at $474K in Q3 2023.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.