Centerpoint Advisors
SDG icon

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
Q3 		$19K Buy
223
+18
+9% +$1.62K 0.01% 241
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

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Centerpoint Advisors's SDG Position: Q3 2026 in Review

Centerpoint Advisors increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 8.8% in Q3 2026, buying an estimated $1.62K and bringing the position to 223 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #241.

Centerpoint Advisors first reported a position in SDG in Q1 2023 and has held it in 15 quarters since. 51 funds tracked by Wall St. Rank hold SDG as of Q3 2026.

  • Centerpoint Advisors held 223 shares of iShares MSCI Global Sustainable Development Goals ETF worth $19K as of Q3 2026.
  • Centerpoint Advisors bought 18 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2026, an estimated $1.62K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of Centerpoint Advisors's portfolio in Q3 2026, its #241 holding.
  • Centerpoint Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2023 and has held it in 15 quarters since.
  • 51 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2026.

Based on Centerpoint Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.