Capital Analysts LLC’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Capital Analysts LLC’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	$22K	Hold	259	–	–	﹤0.01%	1117
2025 Q4	$22K	Hold	259	–	–	﹤0.01%	1088
2025 Q3	$22K	Hold	259	–	–	﹤0.01%	1058
2025 Q2	$20K	Hold	259	–	–	﹤0.01%	1021
2025 Q1	$19K	Hold	259	–	–	﹤0.01%	1015
2024 Q4	$19K	Sell	259 -257	-50%	-$20K	﹤0.01%	960
2024 Q3	$44K	Hold	516	–	–	﹤0.01%	758
2024 Q2	$39K	Hold	516	–	–	﹤0.01%	757
2024 Q1	$41K	Hold	516	–	–	﹤0.01%	707
2023 Q4	$42K	Buy	516 +118	+30%	+$8.9K	﹤0.01%	694
2023 Q3	$30K	Buy	+398	New	+$31.3K	﹤0.01%	714

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 $3.51B AUM 13.98% 1-Year Est. Return

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

Capital Analysts LLC's SDG Position: Q1 2026 in Review

Capital Analysts LLC held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q1 2026 at 259 shares worth $22K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Capital Analysts LLC first reported a position in SDG in Q3 2023 and has held it in 11 quarters since. The position peaked at $44K in Q3 2024. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Capital Analysts LLC held 259 shares of iShares MSCI Global Sustainable Development Goals ETF worth $22K as of Q1 2026.
Capital Analysts LLC 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 Capital Analysts LLC's portfolio in Q1 2026, its #1117 holding.
Capital Analysts LLC first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2023 and has held it in 11 quarters since.
Capital Analysts LLC's iShares MSCI Global Sustainable Development Goals ETF position peaked at $44K in Q3 2024.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.