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 Q3	$69.2K	Sell	792 -27	-3%	-$2.43K	0.03%	118
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

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

SSCA

South Shore Capital Advisors Cohasset, Massachusetts $146M AUM 28.44% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Birchbrook's SDG Position: Q3 2026 in Review

Birchbrook reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 3.3% in Q3 2026, selling an estimated $2.43K and leaving 792 shares worth $69.2K. The position accounts for 0.03% of the portfolio, ranked #118.

Birchbrook first reported a position in SDG in Q4 2023 and has held it in 12 quarters since. The position peaked at $73.2K in Q2 2026. 16 funds tracked by Wall St. Rank hold SDG as of Q3 2026.

Birchbrook held 792 shares of iShares MSCI Global Sustainable Development Goals ETF worth $69.2K as of Q3 2026.
Birchbrook sold 27 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2026, an estimated $2.43K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.03% of Birchbrook's portfolio in Q3 2026, its #118 holding.
Birchbrook first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2023 and has held it in 12 quarters since.
Birchbrook's iShares MSCI Global Sustainable Development Goals ETF position peaked at $73.2K in Q2 2026.
16 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2026.

Based on Birchbrook's 13F filing for Q3 2026, filed 14 Oct 2026.