Avail Investment Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Avail Investment Partners’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	$222K	Buy	+2,477	New	+$221K	0.17%	171

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

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 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

Avail Investment Partners's SDG Position: Q2 2026 in Review

Avail Investment Partners opened a new position in iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2026: 2,477 shares worth $222K. The stake represents 0.17% of the portfolio and ranks #171 among its holdings.

99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Avail Investment Partners held 2,477 shares of iShares MSCI Global Sustainable Development Goals ETF worth $222K as of Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF was a new Avail Investment Partners position in Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF made up 0.17% of Avail Investment Partners's portfolio in Q2 2026, its #171 holding.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Avail Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.