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

Claro 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
Q1 		$412K Sell
4,913
-16
-0.3% -$1.36K 0.05% 282
2025
Q4 		$415K Sell
4,929
-70
-1% -$5.91K 0.06% 261
2025
Q3 		$416K Sell
4,999
-772
-13% -$62K 0.06% 257
2025
Q2 		$438K Sell
5,771
-714
-11% -$52.6K 0.07% 226
2025
Q1 		$469K Sell
6,485
-1,218
-16% -$89.4K 0.06% 280
2024
Q4 		$551K Sell
7,703
-651
-8% -$50.8K 0.07% 237
2024
Q3 		$708K Sell
8,354
-415
-5% -$32.7K 0.09% 213
2024
Q2 		$658K Sell
8,769
-2,163
-20% -$168K 0.1% 203
2024
Q1 		$860K Sell
10,932
-82
-0.7% -$6.36K 0.15% 158
2023
Q4 		$893K Sell
11,014
-1,574
-13% -$119K 0.19% 122
2023
Q3 		$938K Sell
12,588
-587
-4% -$46.2K 0.23% 97
2023
Q2 		$1.04M Buy
13,175
+1,481
+13% +$118K 0.26% 89
2023
Q1 		$926K Buy
11,694
+656
+6% +$52.3K 0.27% 88
2022
Q4 		$871K Buy
11,038
+1,385
+14% +$105K 0.28% 89
2022
Q3 		$771K Hold
9,653
– – 0.31% 77
2022
Q2 		$771K Buy
9,653
+1,473
+18% +$121K 0.31% 77
2022
Q1 		$742K Hold
8,180
– – 0.27% 96
2021
Q4 		$742K Buy
8,180
+6,086
+291% +$569K 0.27% 96
2021
Q3 		$201K Buy
+2,094
New +$206K 0.08% 240

Other funds holding SDG

Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Claro Advisors's SDG Position: Q1 2026 in Review

Claro Advisors reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.32% in Q1 2026, selling an estimated $1.36K and leaving 4,913 shares worth $412K. The position accounts for 0.05% of the portfolio, ranked #282.

Claro Advisors first reported a position in SDG in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.04M in Q2 2023. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Claro Advisors held 4,913 shares of iShares MSCI Global Sustainable Development Goals ETF worth $412K as of Q1 2026.
  • Claro Advisors sold 16 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $1.36K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.05% of Claro Advisors's portfolio in Q1 2026, its #282 holding.
  • Claro Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2021 and has held it in 19 quarters since.
  • Claro Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.04M in Q2 2023.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Claro Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.