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 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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Aspiriant LLC's SDG Position: Q2 2026 in Review

Aspiriant LLC reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 2.9% in Q2 2026, selling an estimated $42.8K and leaving 16,047 shares worth $1.44M. The position accounts for 0.04% of the portfolio, ranked #141.

Aspiriant LLC first reported a position in SDG in Q4 2021 and has held it in 14 quarters since. The position peaked at $3.49M in Q4 2024. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Aspiriant LLC held 16,047 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.44M as of Q2 2026.
Aspiriant LLC sold 479 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $42.8K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.04% of Aspiriant LLC's portfolio in Q2 2026, its #141 holding.
Aspiriant LLC first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and has held it in 14 quarters since.
Aspiriant LLC's iShares MSCI Global Sustainable Development Goals ETF position peaked at $3.49M in Q4 2024.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.