Cetera Investment Advisers’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Cetera Investment Advisers’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	$938K	Sell	11,175 -160	-1%	-$13.6K	﹤0.01%	2960
2025 Q4	$955K	Buy	11,335 +3,319	+41%	+$280K	﹤0.01%	2858
2025 Q3	$667K	Sell	8,016 -53	-0.7%	-$4.25K	﹤0.01%	3142
2025 Q2	$612K	Buy	8,069 +411	+5%	+$30.3K	﹤0.01%	2799
2025 Q1	$554K	Buy	7,658 +605	+9%	+$44.4K	﹤0.01%	2759
2024 Q4	$505K	Sell	7,053 -299	-4%	-$23.3K	﹤0.01%	2675
2024 Q3	$623K	Sell	7,352 -98	-1%	-$7.72K	﹤0.01%	2478
2024 Q2	$559K	Sell	7,450 -2,044	-22%	-$159K	﹤0.01%	2499
2024 Q1	$747K	Buy	9,494 +6,959	+275%	+$539K	﹤0.01%	2304
2023 Q4	$205K	Buy	+2,535	New	+$191K	﹤0.01%	2026
2022 Q2	–	Sell	-2,339	Closed	-$200K	–	1936
2022 Q1	$200K	Hold	2,339	–	–	﹤0.01%	1724
2021 Q4	$212K	Buy	2,339 +17	+0.7%	+$1.59K	﹤0.01%	1703
2021 Q3	$223K	Buy	+2,322	New	+$228K	﹤0.01%	1604

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

Cetera Investment Advisers's SDG Position: Q1 2026 in Review

Cetera Investment Advisers reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 1.4% in Q1 2026, selling an estimated $13.6K and leaving 11,175 shares worth $938K. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Cetera Investment Advisers first reported a position in SDG in Q3 2021 and has held it in 13 quarters since. The position peaked at $955K in Q4 2025. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Cetera Investment Advisers held 11,175 shares of iShares MSCI Global Sustainable Development Goals ETF worth $938K as of Q1 2026.
Cetera Investment Advisers sold 160 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $13.6K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2960 holding.
Cetera Investment Advisers first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2021 and has held it in 13 quarters since.
Cetera Investment Advisers's iShares MSCI Global Sustainable Development Goals ETF position peaked at $955K in Q4 2025.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.