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 Q2	$14.5K	Hold	162	–	–	0.01%	769
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

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

AmeriFlex Group's SDG Position: Q2 2026 in Review

AmeriFlex Group held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 162 shares worth $14.5K. The position accounts for 0.01% of the portfolio, ranked #769.

AmeriFlex Group first reported a position in SDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $30.3K in Q3 2025. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

AmeriFlex Group held 162 shares of iShares MSCI Global Sustainable Development Goals ETF worth $14.5K as of Q2 2026.
AmeriFlex Group left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of AmeriFlex Group's portfolio in Q2 2026, its #769 holding.
AmeriFlex Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $30.3K in Q3 2025.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.