B
SDG icon

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

Birchbrook’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 		$73.2K Sell
819
-32
-4% -$2.86K 0.03% 119
2026
Q1 		$71.4K Buy
851
+45
+6% +$3.82K 0.04% 114
2025
Q4 		$67.9K Hold
806
– – 0.03% 114
2025
Q3 		$67.1K Hold
806
– – 0.03% 116
2025
Q2 		$61.1K Sell
806
-13
-2% -$957 0.03% 118
2025
Q1 		$59.3K Buy
819
+62
+8% +$4.55K 0.03% 115
2024
Q4 		$54.2K Sell
757
-39
-5% -$3.04K 0.03% 117
2024
Q3 		$67.5K Buy
796
+49
+7% +$3.86K 0.04% 108
2024
Q2 		$56.1K Hold
747
– – 0.03% 119
2024
Q1 		$58.8K Hold
747
– – 0.04% 115
2023
Q4 		$60.5K Buy
+747
New +$56.4K 0.04% 110

Other funds holding SDG

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
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
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

Birchbrook's SDG Position: Q2 2026 in Review

Birchbrook reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 3.8% in Q2 2026, selling an estimated $2.86K and leaving 819 shares worth $73.2K. The position accounts for 0.03% of the portfolio, ranked #119.

Birchbrook first reported a position in SDG in Q4 2023 and has held it in 11 quarters since. 8 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Birchbrook held 819 shares of iShares MSCI Global Sustainable Development Goals ETF worth $73.2K as of Q2 2026.
  • Birchbrook sold 32 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $2.86K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.03% of Birchbrook's portfolio in Q2 2026, its #119 holding.
  • Birchbrook first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2023 and has held it in 11 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.