Dynamic Advisor Solutions’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Dynamic Advisor Solutions’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 Q3	$465K	Buy	5,325 +49	+0.9%	+$4.42K	0.01%	685
2026 Q2	$472K	Sell	5,276 -1,098	-17%	-$98.2K	0.01%	701
2026 Q1	$535K	Sell	6,374 -3,937	-38%	-$334K	0.02%	634
2025 Q4	$868K	Sell	10,311 -14,320	-58%	-$1.21M	0.03%	496
2025 Q3	$2.05M	Sell	24,631 -1,981	-7%	-$159K	0.06%	314
2025 Q2	$2.02M	Sell	26,612 -4,865	-15%	-$358K	0.06%	303
2025 Q1	$2.28M	Sell	31,477 -20,184	-39%	-$1.48M	0.08%	258
2024 Q4	$3.7M	Buy	51,661 +2,164	+4%	+$169K	0.16%	147
2024 Q3	$4.2M	Sell	49,497 -622	-1%	-$49K	0.13%	192
2024 Q2	$3.76M	Sell	50,119 -5,600	-10%	-$436K	0.12%	202
2024 Q1	$4.39M	Buy	55,719 +3,470	+7%	+$269K	0.15%	182
2023 Q4	$4.15M	Buy	52,249 +4,479	+9%	+$338K	0.15%	182
2023 Q3	$3.56M	Buy	47,770 +7,023	+17%	+$553K	0.17%	166
2023 Q2	$3.22M	Buy	40,747 +3,202	+9%	+$254K	0.17%	163
2023 Q1	$2.97M	Buy	37,545 +924	+3%	+$73.7K	0.17%	159
2022 Q4	$2.89M	Buy	36,621 +408	+1%	+$31.1K	0.2%	130
2022 Q3	$2.57M	Buy	36,213 +9,229	+34%	+$731K	0.2%	128
2022 Q2	$2.16M	Buy	26,984 +1,691	+7%	+$139K	0.17%	143
2022 Q1	$2.16M	Buy	25,293 +6,884	+37%	+$595K	0.15%	155
2021 Q4	$1.67M	Buy	18,409 +6,038	+49%	+$565K	0.12%	186
2021 Q3	$1.19M	Buy	12,371 +2,733	+28%	+$269K	0.09%	253
2021 Q2	$958K	Buy	9,638 +5,034	+109%	+$490K	0.08%	286
2021 Q1	$437K	Buy	4,604 +1,396	+44%	+$135K	0.04%	413
2020 Q4	$299K	Buy	+3,208	New	+$275K	0.03%	490

Other funds holding SDG

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

AIP

Avail Investment Partners Lemont, Pennsylvania $136M AUM

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Dynamic Advisor Solutions's SDG Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.93% in Q3 2026, buying an estimated $4.42K and bringing the position to 5,325 shares worth $465K. The position accounts for 0.01% of the portfolio, ranked #685.

Dynamic Advisor Solutions first reported a position in SDG in Q4 2020 and has held it in 24 quarters since. The position peaked at $4.39M in Q1 2024. 15 funds tracked by Wall St. Rank hold SDG as of Q3 2026.

Dynamic Advisor Solutions held 5,325 shares of iShares MSCI Global Sustainable Development Goals ETF worth $465K as of Q3 2026.
Dynamic Advisor Solutions bought 49 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2026, an estimated $4.42K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #685 holding.
Dynamic Advisor Solutions first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and has held it in 24 quarters since.
Dynamic Advisor Solutions's iShares MSCI Global Sustainable Development Goals ETF position peaked at $4.39M in Q1 2024.
15 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.