Dunhill Financial’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Dunhill Financial’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	$2.69K	Sell	32 -496	-94%	-$42.1K	﹤0.01%	736
2025 Q4	$44.4K	Sell	528 -15	-3%	-$1.26K	0.01%	287
2025 Q3	$45.2K	Sell	543 -219	-29%	-$17.6K	0.01%	275
2025 Q2	$57.8K	Sell	762 -26	-3%	-$1.91K	0.02%	223
2025 Q1	$57.1K	Sell	788 -8	-1%	-$587	0.03%	178
2024 Q4	$57K	Buy	796 +2	+0.3%	+$156	0.03%	174
2024 Q3	$67.4K	Hold	794	–	–	0.03%	142
2024 Q2	$59.6K	Buy	794 +2	+0.3%	+$156	0.04%	130
2024 Q1	$62.3K	Sell	792 -105	-12%	-$8.14K	0.05%	96
2023 Q4	$72.7K	Buy	+897	New	+$67.7K	0.07%	79

Other funds holding SDG

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 New York $777B AUM 61.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Dunhill Financial's SDG Position: Q1 2026 in Review

Dunhill Financial reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 94% in Q1 2026, selling an estimated $42.1K and leaving 32 shares worth $2.69K. The position accounts for ﹤0.01% of the portfolio, ranked #736.

Dunhill Financial first reported a position in SDG in Q4 2023 and has held it in 10 quarters since. The position peaked at $72.7K in Q4 2023. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Dunhill Financial held 32 shares of iShares MSCI Global Sustainable Development Goals ETF worth $2.69K as of Q1 2026.
Dunhill Financial sold 496 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $42.1K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Dunhill Financial's portfolio in Q1 2026, its #736 holding.
Dunhill Financial first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2023 and has held it in 10 quarters since.
Dunhill Financial's iShares MSCI Global Sustainable Development Goals ETF position peaked at $72.7K in Q4 2023.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.