AmeriFlex Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

AmeriFlex Group’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	$13.6K	Sell	162 -22	-12%	-$1.87K	0.01%	684
2025 Q4	$15.5K	Sell	184 -180	-49%	-$15.2K	0.01%	635
2025 Q3	$30.3K	Buy	364 +181	+99%	+$14.5K	0.01%	563
2025 Q2	$13.8K	Buy	183 +2	+1%	+$147	0.01%	643
2025 Q1	$13.1K	Hold	181	–	–	0.01%	777
2024 Q4	$13K	Buy	+181	New	+$14.1K	0.01%	716

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

AmeriFlex Group's SDG Position: Q1 2026 in Review

AmeriFlex Group reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 12% in Q1 2026, selling an estimated $1.87K and leaving 162 shares worth $13.6K. The position accounts for 0.01% of the portfolio, ranked #684.

AmeriFlex Group first reported a position in SDG in Q4 2024 and has held it in 6 quarters since. The position peaked at $30.3K in Q3 2025. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

AmeriFlex Group held 162 shares of iShares MSCI Global Sustainable Development Goals ETF worth $13.6K as of Q1 2026.
AmeriFlex Group sold 22 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $1.87K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of AmeriFlex Group's portfolio in Q1 2026, its #684 holding.
AmeriFlex Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2024 and has held it in 6 quarters since.
AmeriFlex Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $30.3K in Q3 2025.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.