Envestnet Asset Management
SDG icon

Envestnet Asset Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Envestnet Asset Management’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 		$586K Sell
6,552
-354
-5% -$31.7K ﹤0.01% 3963
2026
Q1 		$580K Sell
6,906
-62
-0.9% -$5.27K ﹤0.01% 3834
2025
Q4 		$587K Sell
6,968
-272
-4% -$22.9K ﹤0.01% 3597
2025
Q3 		$602K Sell
7,240
-913
-11% -$73.3K ﹤0.01% 3621
2025
Q2 		$618K Sell
8,153
-366
-4% -$26.9K ﹤0.01% 3549
2025
Q1 		$617K Sell
8,519
-1,872
-18% -$137K ﹤0.01% 3494
2024
Q4 		$744K Buy
10,391
+222
+2% +$17.3K ﹤0.01% 3352
2024
Q3 		$862K Buy
10,169
+365
+4% +$28.7K ﹤0.01% 3213
2024
Q2 		$736K Sell
9,804
-2,035
-17% -$158K ﹤0.01% 3222
2024
Q1 		$932K Sell
11,839
-1,386
-10% -$107K ﹤0.01% 3077
2023
Q4 		$1.07M Sell
13,225
-1,553
-11% -$117K ﹤0.01% 2895
2023
Q3 		$1.1M Sell
14,778
-3,577
-19% -$282K ﹤0.01% 2745
2023
Q2 		$1.45M Buy
18,355
+396
+2% +$31.4K ﹤0.01% 2487
2023
Q1 		$1.42M Buy
17,959
+5,690
+46% +$454K ﹤0.01% 2418
2022
Q4 		$968K Buy
12,269
+296
+2% +$22.5K ﹤0.01% 2673
2022
Q3 		$849K Sell
11,973
-1,676
-12% -$133K ﹤0.01% 2696
2022
Q2 		$1.09M Sell
13,649
-2
-0% -$165 ﹤0.01% 2520
2022
Q1 		$1.16M Buy
13,651
+2,901
+27% +$251K ﹤0.01% 2563
2021
Q4 		$976K Buy
10,750
+2,648
+33% +$248K ﹤0.01% 2647
2021
Q3 		$778K Buy
8,102
+2,592
+47% +$255K ﹤0.01% 2707
2021
Q2 		$547K Buy
5,510
+1,405
+34% +$137K ﹤0.01% 2918
2021
Q1 		$389K Buy
4,105
+106
+3% +$10.2K ﹤0.01% 2993
2020
Q4 		$373K Sell
3,999
-303
-7% -$26K ﹤0.01% 2810
2020
Q3 		$346K Buy
4,302
+218
+5% +$16.8K ﹤0.01% 2674
2020
Q2 		$278K Buy
+4,084
New +$259K ﹤0.01% 2717

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

Envestnet Asset Management's SDG Position: Q2 2026 in Review

Envestnet Asset Management reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 5.1% in Q2 2026, selling an estimated $31.7K and leaving 6,552 shares worth $586K. The position accounts for ﹤0.01% of the portfolio, ranked #3963.

Envestnet Asset Management first reported a position in SDG in Q2 2020 and has held it in 25 quarters since. The position peaked at $1.45M in Q2 2023. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Envestnet Asset Management held 6,552 shares of iShares MSCI Global Sustainable Development Goals ETF worth $586K as of Q2 2026.
  • Envestnet Asset Management sold 354 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $31.7K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3963 holding.
  • Envestnet Asset Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2020 and has held it in 25 quarters since.
  • Envestnet Asset Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.45M in Q2 2023.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.