Aspiriant LLC
SDG icon

Aspiriant LLC’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Aspiriant LLC’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 		$1.39M Sell
15,944
-103
-0.6% -$9.28K 0.03% 142
2026
Q2 		$1.44M Sell
16,047
-479
-3% -$42.8K 0.04% 141
2026
Q1 		$1.39M Sell
16,526
-2,453
-13% -$208K 0.04% 138
2025
Q4 		$1.6M Buy
18,979
+8,799
+86% +$742K 0.05% 129
2025
Q3 		$847K Hold
10,180
– – 0.03% 159
2025
Q2 		$772K Sell
10,180
-21,497
-68% -$1.58M 0.02% 166
2025
Q1 		$2.29M Sell
31,677
-17,120
-35% -$1.26M 0.08% 88
2024
Q4 		$3.49M Buy
48,797
+23,053
+90% +$1.8M 0.13% 68
2024
Q3 		$2.18M Buy
25,744
+3,198
+14% +$252K 0.08% 91
2024
Q2 		$1.69M Sell
22,546
-759
-3% -$59.1K 0.07% 99
2024
Q1 		$1.83M Sell
23,305
-12,000
-34% -$930K 0.08% 99
2023
Q4 		$2.86M Buy
+35,305
New +$2.66M 0.13% 75
2023
Q1 		– Sell
-10,171
Closed -$803K – 293
2022
Q4 		$803K Buy
10,171
+481
+5% +$36.6K 0.04% 144
2022
Q3 		$686K Buy
+9,690
New +$768K 0.03% 147
2022
Q1 		– Sell
-4,072
Closed -$370K – 298
2021
Q4 		$370K Buy
+4,072
New +$381K 0.02% 207

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Aspiriant LLC's SDG Position: Q3 2026 in Review

Aspiriant LLC reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.64% in Q3 2026, selling an estimated $9.28K and leaving 15,944 shares worth $1.39M. The position accounts for 0.03% of the portfolio, ranked #142.

Aspiriant LLC first reported a position in SDG in Q4 2021 and has held it in 15 quarters since. The position peaked at $3.49M in Q4 2024. 18 funds tracked by Wall St. Rank hold SDG as of Q3 2026.

  • Aspiriant LLC held 15,944 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.39M as of Q3 2026.
  • Aspiriant LLC sold 103 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2026, an estimated $9.28K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.03% of Aspiriant LLC's portfolio in Q3 2026, its #142 holding.
  • Aspiriant LLC first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and has held it in 15 quarters since.
  • Aspiriant LLC's iShares MSCI Global Sustainable Development Goals ETF position peaked at $3.49M in Q4 2024.
  • 18 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.