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Evergreen Wealth Solutions’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Evergreen Wealth 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 		$513K Sell
5,580
-221
-4% -$19.8K 0.03% 320
2026
Q1 		$487K Sell
5,801
-666
-10% -$56.6K 0.03% 255
2025
Q4 		$545K Sell
6,467
-973
-13% -$82.1K 0.08% 117
2025
Q3 		$619K Buy
7,440
+15
+0.2% +$1.2K 0.35% 51
2025
Q2 		$563K Sell
7,425
-25
-0.3% -$1.84K 0.34% 55
2025
Q1 		$539K Buy
7,450
+40
+0.5% +$2.94K 0.36% 50
2024
Q4 		$530K Sell
7,410
-710
-9% -$55.4K 0.37% 51
2024
Q3 		$688K Buy
8,120
+440
+6% +$34.6K 0.47% 38
2024
Q2 		$577K Buy
7,680
+460
+6% +$35.8K 0.41% 50
2024
Q1 		$568K Buy
7,220
+70
+1% +$5.42K 0.42% 54
2023
Q4 		$580K Buy
7,150
+89
+1% +$6.71K 0.5% 49
2023
Q3 		$526K Buy
7,061
+65
+0.9% +$5.12K 0.53% 54
2023
Q2 		$553K Buy
6,996
+943
+16% +$74.9K 0.56% 57
2023
Q1 		$479K Sell
6,053
-380
-6% -$30.3K 0.55% 60
2022
Q4 		$508K Buy
6,433
+721
+13% +$54.9K 0.67% 45
2022
Q3 		$405K Sell
5,712
-2,810
-33% -$223K 0.57% 57
2022
Q2 		$681K Buy
8,522
+2,457
+41% +$202K 0.84% 39
2022
Q1 		$517K Buy
6,065
+674
+13% +$58.2K 0.5% 45
2021
Q4 		$489K Buy
+5,391
New +$504K 0.44% 50

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

Evergreen Wealth Solutions's SDG Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 3.8% in Q2 2026, selling an estimated $19.8K and leaving 5,580 shares worth $513K. The position accounts for 0.03% of the portfolio, ranked #320.

Evergreen Wealth Solutions first reported a position in SDG in Q4 2021 and has held it in 19 quarters since. The position peaked at $688K in Q3 2024. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Evergreen Wealth Solutions held 5,580 shares of iShares MSCI Global Sustainable Development Goals ETF worth $513K as of Q2 2026.
  • Evergreen Wealth Solutions sold 221 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $19.8K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #320 holding.
  • Evergreen Wealth Solutions first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and has held it in 19 quarters since.
  • Evergreen Wealth Solutions's iShares MSCI Global Sustainable Development Goals ETF position peaked at $688K in Q3 2024.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.