CVA Family Office’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

CVA Family Office’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	$62.8K	Hold	702	–	–	0.01%	563
2026 Q1	$58.9K	Buy	702 +49	+8%	+$4.16K	0.01%	563
2025 Q4	$55K	Hold	653	–	–	0.01%	537
2025 Q3	$54.3K	Hold	653	–	–	0.01%	538
2025 Q2	$49.5K	Buy	653 +28	+4%	+$2.06K	0.01%	546
2025 Q1	$45.2K	Hold	625	–	–	0.01%	538
2024 Q4	$44.7K	Hold	625	–	–	0.01%	539
2024 Q3	$53K	Hold	625	–	–	0.01%	496
2024 Q2	$46.9K	Buy	+625	New	+$48.7K	0.01%	508

Other funds holding SDG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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 New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

CVA Family Office's SDG Position: Q2 2026 in Review

CVA Family Office held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 702 shares worth $62.8K. The position accounts for 0.01% of the portfolio, ranked #563.

CVA Family Office first reported a position in SDG in Q2 2024 and has held it in 9 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

CVA Family Office held 702 shares of iShares MSCI Global Sustainable Development Goals ETF worth $62.8K as of Q2 2026.
CVA Family Office left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of CVA Family Office's portfolio in Q2 2026, its #563 holding.
CVA Family Office first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2024 and has held it in 9 quarters since.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on CVA Family Office's 13F filing for Q2 2026, filed 7 Aug 2026.