Bank of America
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Bank of America’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Bank of America’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
Q1 		$3.95M Sell
47,044
-2,936
-6% -$249K ﹤0.01% 3638
2025
Q4 		$4.21M Buy
49,980
+634
+1% +$53.5K ﹤0.01% 3526
2025
Q3 		$4.11M Sell
49,346
-7,436
-13% -$597K ﹤0.01% 4200
2025
Q2 		$4.31M Buy
56,782
+6,997
+14% +$515K ﹤0.01% 4049
2025
Q1 		$3.6M Sell
49,785
-10,510
-17% -$771K ﹤0.01% 4147
2024
Q4 		$4.31M Sell
60,295
-5,889
-9% -$459K ﹤0.01% 3728
2024
Q3 		$5.61M Sell
66,184
-4,390
-6% -$346K ﹤0.01% 3632
2024
Q2 		$5.3M Buy
70,574
+3,614
+5% +$281K ﹤0.01% 3569
2024
Q1 		$5.27M Buy
66,960
+9,110
+16% +$706K ﹤0.01% 3566
2023
Q4 		$4.69M Sell
57,850
-2,802
-5% -$211K ﹤0.01% 3603
2023
Q3 		$4.52M Sell
60,652
-1,049
-2% -$82.6K ﹤0.01% 3498
2023
Q2 		$4.88M Sell
61,701
-17,641
-22% -$1.4M ﹤0.01% 3436
2023
Q1 		$6.28M Sell
79,342
-9,959
-11% -$794K ﹤0.01% 3310
2022
Q4 		$7.05M Buy
89,301
+7,883
+10% +$600K ﹤0.01% 3040
2022
Q3 		$5.77M Buy
81,418
+12,917
+19% +$1.02M ﹤0.01% 3192
2022
Q2 		$5.47M Buy
68,501
+4,263
+7% +$351K ﹤0.01% 3300
2022
Q1 		$5.48M Sell
64,238
-33,327
-34% -$2.88M ﹤0.01% 3520
2021
Q4 		$8.86M Sell
97,565
-15,209
-13% -$1.42M ﹤0.01% 3054
2021
Q3 		$10.8M Sell
112,774
-23,482
-17% -$2.31M ﹤0.01% 2763
2021
Q2 		$13.5M Sell
136,256
-37,418
-22% -$3.64M ﹤0.01% 2527
2021
Q1 		$16.5M Buy
173,674
+38,261
+28% +$3.69M ﹤0.01% 2202
2020
Q4 		$12.6M Buy
135,413
+21,091
+18% +$1.81M ﹤0.01% 2285
2020
Q3 		$9.2M Sell
114,322
-7,997
-7% -$616K ﹤0.01% 2363
2020
Q2 		$8.34M Buy
122,319
+59,166
+94% +$3.75M ﹤0.01% 2378
2020
Q1 		$3.63M Buy
63,153
+37,196
+143% +$2.4M ﹤0.01% 2968
2019
Q4 		$1.7M Buy
25,957
+3,117
+14% +$193K ﹤0.01% 4131
2019
Q3 		$1.33M Sell
22,840
-1,344
-6% -$77.6K ﹤0.01% 4355
2019
Q2 		$1.4M Buy
24,184
+13,848
+134% +$805K ﹤0.01% 4320
2019
Q1 		$610K Sell
10,336
-19,356
-65% -$1.1M ﹤0.01% 4879
2018
Q4 		$1.57M Buy
29,692
+16,720
+129% +$917K ﹤0.01% 4036
2018
Q3 		$756K Sell
12,972
-7,436
-36% -$430K ﹤0.01% 4670
2018
Q2 		$1.16M Sell
20,408
-3,009
-13% -$177K ﹤0.01% 4385
2018
Q1 		$1.38M Buy
23,417
+8,298
+55% +$498K ﹤0.01% 4156
2017
Q4 		$895K Buy
15,119
+4,458
+42% +$261K ﹤0.01% 4561
2017
Q3 		$617K Buy
10,661
+823
+8% +$46K ﹤0.01% 4837
2017
Q2 		$546K Buy
9,838
+1,393
+16% +$75.4K ﹤0.01% 4839
2017
Q1 		$434K Buy
8,445
+2,150
+34% +$107K ﹤0.01% 4961
2016
Q4 		$300K Buy
6,295
+5,959
+1,774% +$284K ﹤0.01% 5122
2016
Q3 		$17K Buy
336
+296
+740% +$14.7K ﹤0.01% 6196
2016
Q2 		$2K Buy
+40
New +$1.91K ﹤0.01% 6903

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Bank of America's SDG Position: Q1 2026 in Review

Bank of America reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 5.9% in Q1 2026, selling an estimated $249K and leaving 47,044 shares worth $3.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3638.

Bank of America first reported a position in SDG in Q2 2016 and has held it in 40 quarters since. The position peaked at $16.5M in Q1 2021. 103 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Bank of America held 47,044 shares of iShares MSCI Global Sustainable Development Goals ETF worth $3.95M as of Q1 2026.
  • Bank of America sold 2,936 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $249K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #3638 holding.
  • Bank of America first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2016 and has held it in 40 quarters since.
  • Bank of America's iShares MSCI Global Sustainable Development Goals ETF position peaked at $16.5M in Q1 2021.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.