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

Citadel 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
2025 Q2	–	Sell	-9,103	Closed	-$659K	–	14772
2025 Q1	$659K	Buy	+9,103	New	+$668K	﹤0.01%	7860
2024 Q4	–	Sell	-13,716	Closed	-$1.16M	–	15282
2024 Q3	$1.16M	Sell	13,716 -6,888	-33%	-$542K	﹤0.01%	6566
2024 Q2	$1.55M	Sell	20,604 -35,979	-64%	-$2.8M	﹤0.01%	5792
2024 Q1	$4.45M	Buy	56,583 +24,015	+74%	+$1.86M	﹤0.01%	4121
2023 Q4	$2.64M	Sell	32,568 -725	-2%	-$54.7K	﹤0.01%	4872
2023 Q3	$2.48M	Buy	33,293 +25,953	+354%	+$2.04M	﹤0.01%	4829
2023 Q2	$580K	Sell	7,340 -64,086	-90%	-$5.09M	﹤0.01%	7613
2023 Q1	$5.66M	Buy	71,426 +52,081	+269%	+$4.15M	﹤0.01%	3598
2022 Q4	$1.53M	Buy	+19,345	New	+$1.47M	﹤0.01%	5995
2022 Q2	–	Sell	-61,627	Closed	-$5.26M	–	13965
2022 Q1	$5.26M	Buy	61,627 +38,718	+169%	+$3.34M	﹤0.01%	4075
2021 Q4	$2.08M	Sell	22,909 -4,755	-17%	-$445K	﹤0.01%	6142
2021 Q3	$2.65M	Buy	27,664 +5,594	+25%	+$550K	﹤0.01%	5655
2021 Q2	$2.19M	Buy	+22,070	New	+$2.15M	﹤0.01%	6362
2021 Q1	–	Sell	-5,619	Closed	-$524K	–	13661
2020 Q4	$524K	Buy	+5,619	New	+$482K	﹤0.01%	8062

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

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

Citadel Advisors's SDG Position: Q2 2025 in Review

Citadel Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2025, closing a stake of 9,103 shares — an estimated $659K sold.

Citadel Advisors first reported a position in SDG in Q4 2020 and held it in 14 quarters. The position peaked at $5.66M in Q1 2023. 95 funds tracked by Wall St. Rank hold SDG as of Q2 2025.

Citadel Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2025 after selling out during the quarter.
Citadel Advisors sold 9,103 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2025, an estimated $659K.
Citadel Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and held it in 14 quarters.
Citadel Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $5.66M in Q1 2023.
95 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2025.

Based on Citadel Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.