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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
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 		$2.15M 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

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

Dynamic Advisor Solutions's SDG Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 17% in Q2 2026, selling an estimated $98.2K and leaving 5,276 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #701.

Dynamic Advisor Solutions first reported a position in SDG in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.39M in Q1 2024. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Dynamic Advisor Solutions held 5,276 shares of iShares MSCI Global Sustainable Development Goals ETF worth $472K as of Q2 2026.
  • Dynamic Advisor Solutions sold 1,098 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $98.2K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #701 holding.
  • Dynamic Advisor Solutions first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and has held it in 23 quarters since.
  • Dynamic Advisor Solutions's iShares MSCI Global Sustainable Development Goals ETF position peaked at $4.39M in Q1 2024.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.