Aptus Capital Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Aptus Capital Advisors’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	$9.91K	Hold	118	–	–	﹤0.01%	1491
2025 Q4	$9.94K	Hold	118	–	–	﹤0.01%	1495
2025 Q3	$9.82K	Hold	118	–	–	﹤0.01%	1434
2025 Q2	$8.95K	Hold	118	–	–	﹤0.01%	1371
2025 Q1	$8.54K	Hold	118	–	–	﹤0.01%	1290
2024 Q4	$8.44K	Hold	118	–	–	﹤0.01%	1297
2024 Q3	$10K	Buy	+118	New	+$9.29K	﹤0.01%	1096

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

Aptus Capital Advisors's SDG Position: Q1 2026 in Review

Aptus Capital Advisors held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q1 2026 at 118 shares worth $9.91K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Aptus Capital Advisors first reported a position in SDG in Q3 2024 and has held it in 7 quarters since. The position peaked at $10K in Q3 2024. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Aptus Capital Advisors held 118 shares of iShares MSCI Global Sustainable Development Goals ETF worth $9.91K as of Q1 2026.
Aptus Capital Advisors left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q1 2026.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q1 2026, its #1491 holding.
Aptus Capital Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2024 and has held it in 7 quarters since.
Aptus Capital Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $10K in Q3 2024.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Aptus Capital Advisors's 13F filing for Q1 2026, filed 11 May 2026.