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

Brio Consultants’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 		$858K Buy
9,592
+111
+1% +$9.92K 0.1% 86
2026
Q1 		$849K Buy
9,481
+1,261
+15% +$107K 0.1% 80
2025
Q4 		$692K Buy
8,220
+466
+6% +$39.3K 0.09% 85
2025
Q3 		$645K Buy
7,754
+476
+7% +$38.2K 0.09% 83
2025
Q2 		$552K Buy
7,278
+644
+10% +$47.4K 0.08% 85
2025
Q1 		$480K Buy
6,634
+412
+7% +$30.2K 0.08% 81
2024
Q4 		$445K Buy
6,222
+305
+5% +$23.8K 0.07% 84
2024
Q3 		$502K Buy
5,917
+425
+8% +$33.5K 0.08% 76
2024
Q2 		$412K Buy
5,492
+578
+12% +$45K 0.07% 77
2024
Q1 		$387K Sell
4,914
-24
-0.5% -$1.86K 0.07% 77
2023
Q4 		$400K Sell
4,938
-6
-0.1% -$453 0.07% 75
2023
Q3 		$368K Sell
4,944
-1,401
-22% -$110K 0.07% 71
2023
Q2 		$502K Buy
6,345
+564
+10% +$44.8K 0.09% 68
2023
Q1 		$458K Buy
5,781
+464
+9% +$37K 0.08% 67
2022
Q4 		$420K Buy
5,317
+466
+10% +$35.5K 0.08% 67
2022
Q3 		$345K Buy
+4,851
New +$384K 0.07% 79

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

Brio Consultants's SDG Position: Q2 2026 in Review

Brio Consultants increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 1.2% in Q2 2026, buying an estimated $9.92K and bringing the position to 9,592 shares worth $858K. The position accounts for 0.1% of the portfolio, ranked #86.

Brio Consultants first reported a position in SDG in Q3 2022 and has held it in 16 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Brio Consultants held 9,592 shares of iShares MSCI Global Sustainable Development Goals ETF worth $858K as of Q2 2026.
  • Brio Consultants bought 111 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $9.92K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.1% of Brio Consultants's portfolio in Q2 2026, its #86 holding.
  • Brio Consultants first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2022 and has held it in 16 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Brio Consultants's 13F filing for Q2 2026, filed 12 Aug 2026.