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

Eaton Financial Holdings’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	$321K	Buy	3,589 +27	+0.8%	+$2.41K	0.09%	105
2026 Q1	$299K	Sell	3,562 -20	-0.6%	-$1.7K	0.1%	110
2025 Q4	$302K	Sell	3,582 -15	-0.4%	-$1.26K	0.08%	118
2025 Q3	$299K	Buy	3,597 +56	+2%	+$4.5K	0.08%	112
2025 Q2	$269K	Buy	3,541 +38	+1%	+$2.8K	0.08%	106
2025 Q1	$254K	Buy	3,503 +198	+6%	+$14.5K	0.11%	56
2024 Q4	$236K	Buy	3,305 +27	+0.8%	+$2.1K	0.09%	59
2024 Q3	$278K	Buy	+3,278	New	+$258K	0.11%	58
2024 Q1	$255K	Hold	3,244	–	–	0.13%	56
2023 Q4	$263K	Sell	3,244 -12	-0.4%	-$905	0.06%	145
2023 Q3	$243K	Sell	3,256 -28	-0.9%	-$2.2K	0.07%	149
2023 Q2	$260K	Buy	3,284 +28	+0.9%	+$2.22K	0.2%	49
2023 Q1	$258K	Sell	3,256 -785	-19%	-$62.6K	0.2%	46
2022 Q4	$319K	Buy	+4,041	New	+$308K	0.27%	51

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

Eaton Financial Holdings's SDG Position: Q2 2026 in Review

Eaton Financial Holdings increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.76% in Q2 2026, buying an estimated $2.41K and bringing the position to 3,589 shares worth $321K. The position accounts for 0.09% of the portfolio, ranked #105.

Eaton Financial Holdings first reported a position in SDG in Q4 2022 and has held it in 14 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Eaton Financial Holdings held 3,589 shares of iShares MSCI Global Sustainable Development Goals ETF worth $321K as of Q2 2026.
Eaton Financial Holdings bought 27 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $2.41K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.09% of Eaton Financial Holdings's portfolio in Q2 2026, its #105 holding.
Eaton Financial Holdings first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and has held it in 14 quarters since.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Eaton Financial Holdings's 13F filing for Q2 2026, filed 5 Aug 2026.