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Bond & Devick Financial Network’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Bond & Devick Financial Network’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 		$286K Buy
3,203
+17
+0.5% +$1.52K 0.07% 160
2026
Q1 		$267K Buy
3,186
+15
+0.5% +$1.27K 0.07% 159
2025
Q4 		$267K Buy
3,171
+18
+0.6% +$1.52K 0.08% 154
2025
Q3 		$262K Hold
3,153
– – 0.08% 150
2025
Q2 		$239K Hold
3,153
– – 0.08% 149
2025
Q1 		$228K Sell
3,153
-5,413
-63% -$397K 0.08% 147
2024
Q4 		$726K Hold
8,566
– – 0.31% 60
2024
Q3 		$726K Sell
8,566
-1,466
-15% -$115K 0.31% 60
2024
Q2 		$753K Sell
10,032
-2,740
-21% -$213K 0.4% 49
2024
Q1 		$1.01M Sell
12,772
-1,378
-10% -$107K 0.55% 34
2023
Q4 		$1.15M Sell
14,150
-57
-0.4% -$4.3K 0.65% 23
2023
Q3 		$1.06M Buy
14,207
+432
+3% +$34K 0.68% 24
2023
Q2 		$1.09M Sell
13,775
-19
-0.1% -$1.51K 0.68% 23
2023
Q1 		$1.09M Buy
13,794
+157
+1% +$12.5K 0.7% 24
2022
Q4 		$1.08M Buy
13,637
+3,883
+40% +$296K 0.77% 26
2022
Q3 		$691K Buy
9,754
+1,344
+16% +$106K 0.57% 43
2022
Q2 		$672K Buy
8,410
+510
+6% +$42K 0.59% 44
2022
Q1 		$674K Buy
7,900
+1,217
+18% +$105K 0.54% 45
2021
Q4 		$607K Buy
6,683
+807
+14% +$75.5K 0.46% 53
2021
Q3 		$564K Hold
5,876
– – 0.47% 50
2021
Q2 		$584K Buy
5,876
+187
+3% +$18.2K 0.48% 50
2021
Q1 		$540K Sell
5,689
-100
-2% -$9.65K 0.5% 48
2020
Q4 		$540K Buy
+5,789
New +$497K 0.62% 46

Other funds holding SDG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bond & Devick Financial Network's SDG Position: Q2 2026 in Review

Bond & Devick Financial Network increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.53% in Q2 2026, buying an estimated $1.52K and bringing the position to 3,203 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #160.

Bond & Devick Financial Network first reported a position in SDG in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q4 2023. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Bond & Devick Financial Network held 3,203 shares of iShares MSCI Global Sustainable Development Goals ETF worth $286K as of Q2 2026.
  • Bond & Devick Financial Network bought 17 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $1.52K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.07% of Bond & Devick Financial Network's portfolio in Q2 2026, its #160 holding.
  • Bond & Devick Financial Network first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and has held it in 23 quarters since.
  • Bond & Devick Financial Network's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.15M in Q4 2023.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Bond & Devick Financial Network's 13F filing for Q2 2026, filed 16 Jul 2026.