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Cliff Asness’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Cliff Asness’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 		$475K Buy
5,315
+981
+23% +$87.7K ﹤0.01% 3411
2026
Q1 		$364K Sell
4,334
-333
-7% -$28.3K ﹤0.01% 3309
2025
Q4 		$393K Buy
4,667
+745
+19% +$62.8K ﹤0.01% 3042
2025
Q3 		$326K Buy
+3,922
New +$315K ﹤0.01% 3041

Other funds holding SDG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Cliff Asness's SDG Position: Q2 2026 in Review

Cliff Asness increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 23% in Q2 2026, buying an estimated $87.7K and bringing the position to 5,315 shares worth $475K. The position accounts for ﹤0.01% of the portfolio, ranked #3411.

Cliff Asness first reported a position in SDG in Q3 2025 and has held it in 4 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Cliff Asness held 5,315 shares of iShares MSCI Global Sustainable Development Goals ETF worth $475K as of Q2 2026.
  • Cliff Asness bought 981 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $87.7K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #3411 holding.
  • Cliff Asness first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2025 and has held it in 4 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.