C.M. Bidwell & Associates’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

C.M. Bidwell & Associates’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 Q1	$22.3K	Hold	266	–	–	0.01%	255
2025 Q4	$22.4K	Hold	266	–	–	0.01%	253
2025 Q3	$22.1K	Hold	266	–	–	0.01%	250
2025 Q2	$20.2K	Hold	266	–	–	0.01%	251
2025 Q1	$19.3K	Hold	266	–	–	0.01%	249
2024 Q4	$19K	Hold	266	–	–	0.01%	258
2024 Q3	$22.6K	Hold	266	–	–	0.01%	252
2024 Q2	$20K	Hold	266	–	–	0.01%	261
2024 Q1	$20.9K	Sell	266 -204	-43%	-$15.8K	0.01%	260
2023 Q4	$38.1K	Hold	470	–	–	0.03%	236
2023 Q3	$35K	Hold	470	–	–	0.03%	308
2023 Q2	$37.2K	Hold	470	–	–	0.03%	314
2023 Q1	$37.2K	Hold	470	–	–	0.03%	316
2022 Q4	$37.1K	Hold	470	–	–	0.03%	315
2022 Q3	$33K	Hold	470	–	–	0.03%	301
2022 Q2	$38K	Hold	470	–	–	0.03%	298
2022 Q1	$40K	Hold	470	–	–	0.03%	309
2021 Q4	$43K	Hold	470	–	–	0.03%	313
2021 Q3	$45K	Buy	470 +266	+130%	+$26.2K	0.03%	304
2021 Q2	$20K	Hold	204	–	–	0.01%	352
2021 Q1	$19K	Buy	+204	New	+$19.7K	0.01%	354

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

C.M. Bidwell & Associates's SDG Position: Q1 2026 in Review

C.M. Bidwell & Associates held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q1 2026 at 266 shares worth $22.3K. The position accounts for 0.01% of the portfolio, ranked #255.

C.M. Bidwell & Associates first reported a position in SDG in Q1 2021 and has held it in 21 quarters since. The position peaked at $45K in Q3 2021. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

C.M. Bidwell & Associates held 266 shares of iShares MSCI Global Sustainable Development Goals ETF worth $22.3K as of Q1 2026.
C.M. Bidwell & Associates left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q1 2026.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #255 holding.
C.M. Bidwell & Associates first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2021 and has held it in 21 quarters since.
C.M. Bidwell & Associates's iShares MSCI Global Sustainable Development Goals ETF position peaked at $45K in Q3 2021.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.