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
Q2 		$597K Buy
6,679
+211
+3% +$18.9K ﹤0.01% 3062
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

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

Creative Planning's SDG Position: Q2 2026 in Review

Creative Planning increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 3.3% in Q2 2026, buying an estimated $18.9K and bringing the position to 6,679 shares worth $597K. The position accounts for ﹤0.01% of the portfolio, ranked #3062.

Creative Planning first reported a position in SDG in Q4 2020 and has held it in 21 quarters since. The position peaked at $672K in Q2 2021. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Creative Planning held 6,679 shares of iShares MSCI Global Sustainable Development Goals ETF worth $597K as of Q2 2026.
  • Creative Planning bought 211 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $18.9K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3062 holding.
  • Creative Planning first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and has held it in 21 quarters since.
  • Creative Planning's iShares MSCI Global Sustainable Development Goals ETF position peaked at $672K in Q2 2021.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.