Commonwealth Equity Services
SDG icon

Commonwealth Equity Services’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Commonwealth Equity Services’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 		$742K Buy
8,298
+411
+5% +$36.7K ﹤0.01% 2972
2026
Q1 		$662K Sell
7,887
-89
-1% -$7.56K ﹤0.01% 2951
2025
Q4 		$672K Sell
7,976
-605
-7% -$51K ﹤0.01% 2921
2025
Q3 		$714K Sell
8,581
-337
-4% -$27.1K ﹤0.01% 2878
2025
Q2 		$677K Sell
8,918
-1,093
-11% -$80.5K ﹤0.01% 2908
2025
Q1 		$725K Sell
10,011
-409
-4% -$30K ﹤0.01% 2725
2024
Q4 		$746K Sell
10,420
-1,802
-15% -$141K ﹤0.01% 2639
2024
Q3 		$1.04M Sell
12,222
-10,190
-45% -$802K ﹤0.01% 2317
2024
Q2 		$1.68M Sell
22,412
-4,701
-17% -$366K ﹤0.01% 1907
2024
Q1 		$2.13M Sell
27,113
-23,546
-46% -$1.82M ﹤0.01% 1740
2023
Q4 		$4.11M Sell
50,659
-8,168
-14% -$616K 0.01% 1220
2023
Q3 		$4.38M Sell
58,827
-5,344
-8% -$421K 0.01% 1104
2023
Q2 		$5.07M Buy
64,171
+168
+0.3% +$13.3K 0.01% 1029
2023
Q1 		$5.07M Buy
64,003
+589
+0.9% +$47K 0.01% 998
2022
Q4 		$5M Buy
63,414
+7,447
+13% +$567K 0.01% 962
2022
Q3 		$3.97M Buy
55,967
+6,698
+14% +$531K 0.01% 1019
2022
Q2 		$3.94M Sell
49,269
-69,009
-58% -$5.69M 0.01% 1015
2022
Q1 		$10.1M Buy
118,278
+2,040
+2% +$176K 0.02% 618
2021
Q4 		$10.5M Buy
116,238
+47,894
+70% +$4.48M 0.02% 584
2021
Q3 		$6.57M Buy
68,344
+679
+1% +$66.8K 0.02% 724
2021
Q2 		$6.72M Buy
67,665
+43,566
+181% +$4.24M 0.02% 704
2021
Q1 		$2.29M Buy
24,099
+3,979
+20% +$384K 0.01% 1233
2020
Q4 		$1.88M Buy
20,120
+5,088
+34% +$437K 0.01% 1268
2020
Q3 		$1.21M Buy
15,032
+1,262
+9% +$97.1K ﹤0.01% 1382
2020
Q2 		$938K Buy
13,770
+2,342
+20% +$149K ﹤0.01% 1461
2020
Q1 		$656K Buy
11,428
+5,807
+103% +$375K ﹤0.01% 1527
2019
Q4 		$367K Buy
5,621
+103
+2% +$6.38K ﹤0.01% 2152
2019
Q3 		$322K Sell
5,518
-82
-1% -$4.73K ﹤0.01% 2173
2019
Q2 		$323K Buy
5,600
+108
+2% +$6.28K ﹤0.01% 2143
2019
Q1 		$324K Buy
5,492
+539
+11% +$30.7K ﹤0.01% 2089
2018
Q4 		$262K Buy
4,953
+929
+23% +$50.9K ﹤0.01% 2123
2018
Q3 		$234K Sell
4,024
-77
-2% -$4.46K ﹤0.01% 2381
2018
Q2 		$232K Sell
4,101
-395
-9% -$23.2K ﹤0.01% 2340
2018
Q1 		$264K Buy
4,496
+558
+14% +$33.5K ﹤0.01% 2161
2017
Q4 		$233K Buy
+3,938
New +$230K ﹤0.01% 2257

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
Harel Insurance Investments & Financial Services
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 20.4% 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
Aspiriant LLC
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

Commonwealth Equity Services's SDG Position: Q2 2026 in Review

Commonwealth Equity Services increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 5.2% in Q2 2026, buying an estimated $36.7K and bringing the position to 8,298 shares worth $742K. The position accounts for ﹤0.01% of the portfolio, ranked #2972.

Commonwealth Equity Services first reported a position in SDG in Q4 2017 and has held it in 35 quarters since. The position peaked at $10.5M in Q4 2021. 100 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Commonwealth Equity Services held 8,298 shares of iShares MSCI Global Sustainable Development Goals ETF worth $742K as of Q2 2026.
  • Commonwealth Equity Services bought 411 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $36.7K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #2972 holding.
  • Commonwealth Equity Services first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2017 and has held it in 35 quarters since.
  • Commonwealth Equity Services's iShares MSCI Global Sustainable Development Goals ETF position peaked at $10.5M in Q4 2021.
  • 100 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.