AssetMark Inc
SDG icon

AssetMark Inc’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

AssetMark Inc’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 		$110K Buy
1,235
+23
+2% +$2.06K ﹤0.01% 1597
2026
Q1 		$102K Sell
1,212
-50
-4% -$4.25K ﹤0.01% 1534
2025
Q4 		$106K Sell
1,262
-40
-3% -$3.37K ﹤0.01% 1481
2025
Q3 		$108K Sell
1,302
-11
-0.8% -$883 ﹤0.01% 1416
2025
Q2 		$99.6K Sell
1,313
-82
-6% -$6.04K ﹤0.01% 1365
2025
Q1 		$101K Sell
1,395
-79
-5% -$5.8K ﹤0.01% 1276
2024
Q4 		$105K Sell
1,474
-91
-6% -$7.1K ﹤0.01% 1242
2024
Q3 		$133K Sell
1,565
-26
-2% -$2.05K ﹤0.01% 1103
2024
Q2 		$119K Sell
1,591
-2
-0.1% -$156 ﹤0.01% 1080
2024
Q1 		$125K Sell
1,593
-3,354
-68% -$260K ﹤0.01% 1029
2023
Q4 		$401K Buy
4,947
+3,347
+209% +$253K ﹤0.01% 823
2023
Q3 		$119K Sell
1,600
-120
-7% -$9.45K ﹤0.01% 955
2023
Q2 		$136K Sell
1,720
-260
-13% -$20.6K ﹤0.01% 898
2023
Q1 		$157K Sell
1,980
-18
-0.9% -$1.44K ﹤0.01% 856
2022
Q4 		$158K Sell
1,998
-64
-3% -$4.88K ﹤0.01% 857
2022
Q3 		$146K Sell
2,062
-183
-8% -$14.5K ﹤0.01% 803
2022
Q2 		$179K Buy
2,245
+689
+44% +$56.8K ﹤0.01% 755
2022
Q1 		$133K Sell
1,556
-401
-20% -$34.6K ﹤0.01% 763
2021
Q4 		$178K Sell
1,957
-1,732
-47% -$162K ﹤0.01% 722
2021
Q3 		$354K Buy
3,689
+600
+19% +$59K ﹤0.01% 496
2021
Q2 		$307K Sell
3,089
-86
-3% -$8.38K ﹤0.01% 526
2021
Q1 		$301K Buy
3,175
+236
+8% +$22.8K ﹤0.01% 505
2020
Q4 		$274K Sell
2,939
-65
-2% -$5.58K ﹤0.01% 506
2020
Q3 		$242K Buy
3,004
+529
+21% +$40.7K ﹤0.01% 494
2020
Q2 		$169K Buy
2,475
+4
+0.2% +$254 ﹤0.01% 517
2020
Q1 		$142K Buy
2,471
+83
+3% +$5.36K ﹤0.01% 536
2019
Q4 		$156K Sell
2,388
-88
-4% -$5.45K ﹤0.01% 566
2019
Q3 		$145K Buy
2,476
+813
+49% +$46.9K ﹤0.01% 550
2019
Q2 		$96K Hold
1,663
– – ﹤0.01% 612
2019
Q1 		$98K Buy
1,663
+250
+18% +$14.3K ﹤0.01% 580
2018
Q4 		$75K Buy
1,413
+272
+24% +$14.9K ﹤0.01% 617
2018
Q3 		$67K Buy
1,141
+281
+33% +$16.3K ﹤0.01% 682
2018
Q2 		$49K Hold
860
– – ﹤0.01% 730
2018
Q1 		$51K Buy
860
+602
+233% +$36.1K ﹤0.01% 727
2017
Q4 		$15K Buy
+258
New +$15.1K ﹤0.01% 1053

Other funds holding SDG

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

AssetMark Inc's SDG Position: Q2 2026 in Review

AssetMark Inc increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 1.9% in Q2 2026, buying an estimated $2.06K and bringing the position to 1,235 shares worth $110K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

AssetMark Inc first reported a position in SDG in Q4 2017 and has held it in 35 quarters since. The position peaked at $401K in Q4 2023. 30 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • AssetMark Inc held 1,235 shares of iShares MSCI Global Sustainable Development Goals ETF worth $110K as of Q2 2026.
  • AssetMark Inc bought 23 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $2.06K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1597 holding.
  • AssetMark Inc first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2017 and has held it in 35 quarters since.
  • AssetMark Inc's iShares MSCI Global Sustainable Development Goals ETF position peaked at $401K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.