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

Berkshire Bank’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 		$842K Sell
9,419
-163
-2% -$14.6K 0.16% 84
2026
Q1 		$804K Buy
9,582
+400
+4% +$34K 0.17% 82
2025
Q4 		$773K Sell
9,182
-3,742
-29% -$316K 0.16% 82
2025
Q3 		$1.08M Sell
12,924
-212
-2% -$17K 0.23% 72
2025
Q2 		$996K Sell
13,136
-345
-3% -$25.4K 0.23% 71
2025
Q1 		$976K Buy
13,481
+141
+1% +$10.3K 0.24% 70
2024
Q4 		$955K Buy
13,340
+111
+0.8% +$8.66K 0.22% 70
2024
Q3 		$1.12M Sell
13,229
-2,922
-18% -$230K 0.26% 66
2024
Q2 		$1.21M Sell
16,151
-1,708
-10% -$133K 0.3% 61
2024
Q1 		$1.41M Buy
17,859
+440
+3% +$34.1K 0.35% 57
2023
Q4 		$1.41M Buy
17,419
+2,561
+17% +$193K 0.37% 58
2023
Q3 		$1.11M Buy
14,858
+183
+1% +$14.4K 0.32% 62
2023
Q2 		$1.16M Buy
14,675
+25
+0.2% +$1.99K 0.32% 62
2023
Q1 		$1.16M Buy
14,650
+424
+3% +$33.8K 0.34% 64
2022
Q4 		$1.12M Buy
14,226
+788
+6% +$60K 0.34% 63
2022
Q3 		$952K Buy
13,438
+3,590
+36% +$284K 0.29% 63
2022
Q2 		$787K Buy
9,848
+2,477
+34% +$204K 0.23% 73
2022
Q1 		$629K Buy
+7,371
New +$637K 0.15% 86

Other funds holding SDG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Berkshire Bank's SDG Position: Q2 2026 in Review

Berkshire Bank reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 1.7% in Q2 2026, selling an estimated $14.6K and leaving 9,419 shares worth $842K. The position accounts for 0.16% of the portfolio, ranked #84.

Berkshire Bank first reported a position in SDG in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.41M in Q4 2023. 8 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Berkshire Bank held 9,419 shares of iShares MSCI Global Sustainable Development Goals ETF worth $842K as of Q2 2026.
  • Berkshire Bank sold 163 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $14.6K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.16% of Berkshire Bank's portfolio in Q2 2026, its #84 holding.
  • Berkshire Bank first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2022 and has held it in 18 quarters since.
  • Berkshire Bank's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.41M in Q4 2023.
  • 8 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Berkshire Bank's 13F filing for Q2 2026, filed 8 Jul 2026.