Centerpoint Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Centerpoint 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	$18K	Buy	205 +10	+5%	+$894	0.01%	289
2026 Q1	$16K	Buy	195 +43	+28%	+$3.65K	0.01%	278
2025 Q4	$13K	Buy	152 +16	+12%	+$1.35K	﹤0.01%	309
2025 Q3	$11K	Buy	136 +24	+21%	+$1.93K	﹤0.01%	328
2025 Q2	$8K	Buy	112 +11	+11%	+$810	﹤0.01%	318
2025 Q1	$7K	Buy	101 +20	+25%	+$1.47K	﹤0.01%	336
2024 Q4	$6K	Buy	81 +34	+72%	+$2.65K	﹤0.01%	372
2024 Q3	$4K	Hold	47	–	–	﹤0.01%	409
2024 Q2	$4K	Buy	47 +4	+9%	+$311	﹤0.01%	391
2024 Q1	$3K	Buy	43 +10	+30%	+$775	﹤0.01%	386
2023 Q4	$3K	Buy	33 +19	+136%	+$1.43K	﹤0.01%	381
2023 Q3	$1K	Buy	14 +2	+17%	+$157	﹤0.01%	535
2023 Q2	$1K	Buy	12 +8	+200%	+$635	﹤0.01%	532
2023 Q1	$0	Buy	+4	New	+$319	﹤0.01%	641

Other funds holding SDG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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 New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Centerpoint Advisors's SDG Position: Q2 2026 in Review

Centerpoint Advisors increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 5.1% in Q2 2026, buying an estimated $894 and bringing the position to 205 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #289.

Centerpoint Advisors first reported a position in SDG in Q1 2023 and has held it in 14 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Centerpoint Advisors held 205 shares of iShares MSCI Global Sustainable Development Goals ETF worth $18K as of Q2 2026.
Centerpoint Advisors bought 10 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $894.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of Centerpoint Advisors's portfolio in Q2 2026, its #289 holding.
Centerpoint Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2023 and has held it in 14 quarters since.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.