Ashton Thomas Private Wealth’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Ashton Thomas Private Wealth’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 Q3	$965	Hold	11	–	–	﹤0.01%	1654
2026 Q2	$988	Hold	11	–	–	﹤0.01%	1571
2026 Q1	$921	Buy	+11	New	+$934	﹤0.01%	1485

Other funds holding SDG

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ashton Thomas Private Wealth's SDG Position: Q3 2026 in Review

Ashton Thomas Private Wealth held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q3 2026 at 11 shares worth $965. The position accounts for ﹤0.01% of the portfolio, ranked #1654.

Ashton Thomas Private Wealth first reported a position in SDG in Q1 2026 and has held it in 3 quarters since. The position peaked at $988 in Q2 2026. 79 funds tracked by Wall St. Rank hold SDG as of Q3 2026.

Ashton Thomas Private Wealth held 11 shares of iShares MSCI Global Sustainable Development Goals ETF worth $965 as of Q3 2026.
Ashton Thomas Private Wealth left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q3 2026.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Ashton Thomas Private Wealth's portfolio in Q3 2026, its #1654 holding.
Ashton Thomas Private Wealth first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2026 and has held it in 3 quarters since.
Ashton Thomas Private Wealth's iShares MSCI Global Sustainable Development Goals ETF position peaked at $988 in Q2 2026.
79 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.