FAS Wealth Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

FAS Wealth Partners’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 Q1	$1.37K	Hold	16	–	–	﹤0.01%	502
2025 Q4	$1.38K	Hold	16	–	–	﹤0.01%	501
2025 Q3	$1.35K	Hold	16	–	–	﹤0.01%	456
2025 Q2	$1.23K	Hold	16	–	–	﹤0.01%	441
2025 Q1	$1.16K	Buy	+16	New	+$1.17K	﹤0.01%	418
2024 Q2	–	Sell	-303	Closed	-$23.9K	–	447
2024 Q1	$23.9K	Hold	303	–	–	﹤0.01%	386
2023 Q4	$24.6K	Sell	303 -96	-24%	-$7.24K	﹤0.01%	375
2023 Q3	$29.8K	Hold	399	–	–	﹤0.01%	356
2023 Q2	$31.6K	Buy	399 +3	+0.8%	+$238	﹤0.01%	330
2023 Q1	$31.4K	Hold	396	–	–	﹤0.01%	357
2022 Q4	$31.3K	Sell	396 -597	-60%	-$45.5K	﹤0.01%	347
2022 Q3	$70K	Hold	993	–	–	0.01%	308
2022 Q2	$79K	Buy	993 +10	+1%	+$824	0.01%	310
2022 Q1	$84K	Hold	983	–	–	0.01%	312
2021 Q4	$89K	Sell	983 -285	-22%	-$26.7K	0.01%	319
2021 Q3	$122K	Hold	1,268	–	–	0.01%	304
2021 Q2	$126K	Buy	1,268 +6	+0.5%	+$584	0.01%	292
2021 Q1	$120K	Hold	1,262	–	–	0.01%	272
2020 Q4	$118K	Buy	1,262 +6	+0.5%	+$515	0.01%	262
2020 Q3	$101K	Hold	1,256	–	–	0.01%	249
2020 Q2	$86K	Buy	1,256 +9	+0.7%	+$571	0.01%	244
2020 Q1	$72K	Hold	1,247	–	–	0.01%	236
2019 Q4	$82K	Buy	+1,247	New	+$77.3K	0.01%	220

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FAS Wealth Partners's SDG Position: Q1 2026 in Review

FAS Wealth Partners held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q1 2026 at 16 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #502.

FAS Wealth Partners first reported a position in SDG in Q4 2019 and has held it in 23 quarters since. The position peaked at $126K in Q2 2021. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

FAS Wealth Partners held 16 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.37K as of Q1 2026.
FAS Wealth Partners left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q1 2026.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of FAS Wealth Partners's portfolio in Q1 2026, its #502 holding.
FAS Wealth Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2019 and has held it in 23 quarters since.
FAS Wealth Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $126K in Q2 2021.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on FAS Wealth Partners's 13F filing for Q1 2026, filed 10 Jun 2026.