Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Cambridge Investment Research Advisors’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 		$313K Sell
3,504
-215
-6% -$19.2K ﹤0.01% 3411
2026
Q1 		$312K Buy
3,719
+99
+3% +$8.41K ﹤0.01% 3250
2025
Q4 		$305K Sell
3,620
-909
-20% -$76.7K ﹤0.01% 3190
2025
Q3 		$377K Buy
4,529
+581
+15% +$46.6K ﹤0.01% 2924
2025
Q2 		$299K Sell
3,948
-476
-11% -$35K ﹤0.01% 2979
2025
Q1 		$320K Sell
4,424
-614
-12% -$45.1K ﹤0.01% 2807
2024
Q4 		$361K Sell
5,038
-614
-11% -$47.9K ﹤0.01% 2686
2024
Q3 		$479K Buy
5,652
+365
+7% +$28.7K ﹤0.01% 2451
2024
Q2 		$397K Sell
5,287
-237
-4% -$18.5K ﹤0.01% 2479
2024
Q1 		$435K Sell
5,524
-46
-0.8% -$3.56K ﹤0.01% 2387
2023
Q4 		$451K Buy
5,570
+369
+7% +$27.8K ﹤0.01% 2267
2023
Q3 		$388K Buy
5,201
+1,227
+31% +$96.6K ﹤0.01% 2294
2023
Q2 		$314K Buy
3,974
+79
+2% +$6.27K ﹤0.01% 2488
2023
Q1 		$308K Sell
3,895
-462
-11% -$36.8K ﹤0.01% 2470
2022
Q4 		$344K Buy
4,357
+522
+14% +$39.8K ﹤0.01% 2319
2022
Q3 		$272K Sell
3,835
-445
-10% -$35.3K ﹤0.01% 2450
2022
Q2 		$342K Sell
4,280
-1,087
-20% -$89.6K ﹤0.01% 2268
2022
Q1 		$458K Sell
5,367
-88
-2% -$7.6K ﹤0.01% 2184
2021
Q4 		$495K Buy
5,455
+459
+9% +$42.9K ﹤0.01% 2113
2021
Q3 		$480K Buy
4,996
+343
+7% +$33.7K ﹤0.01% 2089
2021
Q2 		$462K Sell
4,653
-190
-4% -$18.5K ﹤0.01% 2118
2021
Q1 		$459K Buy
4,843
+1,389
+40% +$134K ﹤0.01% 1958
2020
Q4 		$322K Buy
3,454
+209
+6% +$17.9K ﹤0.01% 2073
2020
Q3 		$261K Sell
3,245
-667
-17% -$51.3K ﹤0.01% 2045
2020
Q2 		$267K Buy
3,912
+391
+11% +$24.8K ﹤0.01% 1970
2020
Q1 		$202K Buy
3,521
+323
+10% +$20.9K ﹤0.01% 1927
2019
Q4 		$209K Buy
+3,198
New +$198K ﹤0.01% 2177

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

Cambridge Investment Research Advisors's SDG Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 5.8% in Q2 2026, selling an estimated $19.2K and leaving 3,504 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #3411.

Cambridge Investment Research Advisors first reported a position in SDG in Q4 2019 and has held it in 27 quarters since. The position peaked at $495K in Q4 2021. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Cambridge Investment Research Advisors held 3,504 shares of iShares MSCI Global Sustainable Development Goals ETF worth $313K as of Q2 2026.
  • Cambridge Investment Research Advisors sold 215 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $19.2K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #3411 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2019 and has held it in 27 quarters since.
  • Cambridge Investment Research Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $495K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.