Creative Planning
SDG icon

Creative Planning’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Creative Planning’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 		$543K Sell
6,468
-290
-4% -$24.6K ﹤0.01% 2975
2025
Q4 		$569K Buy
6,758
+928
+16% +$78.3K ﹤0.01% 2724
2025
Q3 		$485K Sell
5,830
-36
-0.6% -$2.89K ﹤0.01% 2750
2025
Q2 		$445K Buy
5,866
+735
+14% +$54.1K ﹤0.01% 2567
2025
Q1 		$371K Buy
5,131
+95
+2% +$6.97K ﹤0.01% 2567
2024
Q4 		$360K Hold
5,036
– – ﹤0.01% 2519
2024
Q3 		$427K Sell
5,036
-483
-9% -$38K ﹤0.01% 2244
2024
Q2 		$414K Buy
5,519
+1,184
+27% +$92.2K ﹤0.01% 2094
2024
Q1 		$341K Sell
4,335
-2,699
-38% -$209K ﹤0.01% 2144
2023
Q4 		$570K Sell
7,034
-642
-8% -$48.4K ﹤0.01% 1623
2023
Q3 		$572K Buy
7,676
+1,650
+27% +$130K ﹤0.01% 1478
2023
Q2 		$476K Buy
6,026
+30
+0.5% +$2.38K ﹤0.01% 1583
2023
Q1 		$475K Buy
5,996
+25
+0.4% +$1.99K ﹤0.01% 1498
2022
Q4 		$471K Sell
5,971
-310
-5% -$23.6K ﹤0.01% 1460
2022
Q3 		$445K Buy
+6,281
New +$498K ﹤0.01% 1410
2022
Q1 		– Sell
-7,075
Closed -$642K – 2430
2021
Q4 		$642K Buy
7,075
+314
+5% +$29.4K ﹤0.01% 1168
2021
Q3 		$649K Hold
6,761
– – ﹤0.01% 1160
2021
Q2 		$672K Buy
6,761
+2,377
+54% +$232K ﹤0.01% 1111
2021
Q1 		$416K Buy
4,384
+1,041
+31% +$100K ﹤0.01% 1566
2020
Q4 		$312K Buy
+3,343
New +$287K ﹤0.01% 1605

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

Creative Planning's SDG Position: Q1 2026 in Review

Creative Planning reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 4.3% in Q1 2026, selling an estimated $24.6K and leaving 6,468 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #2975.

Creative Planning first reported a position in SDG in Q4 2020 and has held it in 20 quarters since. The position peaked at $672K in Q2 2021. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Creative Planning held 6,468 shares of iShares MSCI Global Sustainable Development Goals ETF worth $543K as of Q1 2026.
  • Creative Planning sold 290 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $24.6K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2975 holding.
  • Creative Planning first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and has held it in 20 quarters since.
  • Creative Planning's iShares MSCI Global Sustainable Development Goals ETF position peaked at $672K in Q2 2021.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.