FFA
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Farther Finance Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Farther Finance Advisors’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 		$375K Sell
4,193
-5
-0.1% -$447 ﹤0.01% 1768
2026
Q1 		$356K Sell
4,198
-66
-2% -$5.61K ﹤0.01% 1628
2025
Q4 		$359K Sell
4,264
-11
-0.3% -$928 ﹤0.01% 1530
2025
Q3 		$356K Sell
4,275
-26
-0.6% -$2.09K 0.01% 1269
2025
Q2 		$326K Sell
4,301
-45
-1% -$3.31K 0.01% 1133
2025
Q1 		$315K Buy
+4,346
New +$319K 0.01% 1017
2023
Q4 		– Sell
-4
Closed -$298 – 3609
2023
Q3 		$298 Hold
4
– – ﹤0.01% 2385
2023
Q2 		$316 Buy
+4
New +$318 ﹤0.01% 2271

Other funds holding SDG

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

Farther Finance Advisors's SDG Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.12% in Q2 2026, selling an estimated $447 and leaving 4,193 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #1768.

Farther Finance Advisors first reported a position in SDG in Q2 2023 and has held it in 8 quarters since. 8 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Farther Finance Advisors held 4,193 shares of iShares MSCI Global Sustainable Development Goals ETF worth $375K as of Q2 2026.
  • Farther Finance Advisors sold 5 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $447.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #1768 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2023 and has held it in 8 quarters since.
  • 8 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.