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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
Q2 		$988 Hold
11
– – ﹤0.01% 1571
2026
Q1 		$921 Buy
+11
New +$934 ﹤0.01% 1485

Other funds holding SDG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Ashton Thomas Private Wealth's SDG Position: Q2 2026 in Review

Ashton Thomas Private Wealth held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 11 shares worth $988. The position accounts for ﹤0.01% of the portfolio, ranked #1571.

Ashton Thomas Private Wealth first reported a position in SDG in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Ashton Thomas Private Wealth held 11 shares of iShares MSCI Global Sustainable Development Goals ETF worth $988 as of Q2 2026.
  • Ashton Thomas Private Wealth 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 Ashton Thomas Private Wealth's portfolio in Q2 2026, its #1571 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 2 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Ashton Thomas Private Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.