Fidelity Investments
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Fidelity Investments’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Fidelity Investments’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 		$85 Buy
+1
New +$85 ﹤0.01% 5271
2025
Q4 		– Sell
-2
Closed -$158 – 5573
2025
Q3 		$158 Buy
+2
New +$161 ﹤0.01% 5170
2025
Q2 		– Sell
-200
Closed -$14.5K – 5485
2025
Q1 		$14.5K Hold
200
– – ﹤0.01% 4353
2024
Q4 		$14.3K Sell
200
-611
-75% -$47.6K ﹤0.01% 4330
2024
Q3 		$68.8K Sell
811
-47
-5% -$3.7K ﹤0.01% 3644
2024
Q2 		$64.4K Buy
858
+658
+329% +$51.2K ﹤0.01% 3481
2024
Q1 		$15.7K Sell
200
-99
-33% -$7.67K ﹤0.01% 4108
2023
Q4 		$24.2K Buy
299
+88
+42% +$6.64K ﹤0.01% 3843
2023
Q3 		$15.7K Buy
211
+201
+2,010% +$15.8K ﹤0.01% 3925
2023
Q2 		$791 Buy
+10
New +$794 ﹤0.01% 4747
2023
Q1 		– Sell
-451
Closed -$35.6K – 5495
2022
Q4 		$35.6K Buy
451
+71
+19% +$5.41K ﹤0.01% 3560
2022
Q3 		$27K Hold
380
– – ﹤0.01% 3736
2022
Q2 		$30K Hold
380
– – ﹤0.01% 3751
2022
Q1 		$32K Sell
380
-2
-0.5% -$173 ﹤0.01% 3848
2021
Q4 		$34K Sell
382
-35
-8% -$3.27K ﹤0.01% 3328
2021
Q3 		$40K Buy
417
+37
+10% +$3.64K ﹤0.01% 3267
2021
Q2 		$38K Hold
380
– – ﹤0.01% 3232
2021
Q1 		$36K Sell
380
-279
-42% -$26.9K ﹤0.01% 3122
2020
Q4 		$61K Hold
659
– – ﹤0.01% 2969
2020
Q3 		$53K Hold
659
– – ﹤0.01% 2876
2020
Q2 		$45K Hold
659
– – ﹤0.01% 2827
2020
Q1 		$38K Hold
659
– – ﹤0.01% 2827
2019
Q4 		$43K Sell
659
-879
-57% -$54.5K ﹤0.01% 2931
2019
Q3 		$90K Sell
1,538
-34
-2% -$1.96K ﹤0.01% 2768
2019
Q2 		$91K Sell
1,572
-411
-21% -$23.9K ﹤0.01% 2757
2019
Q1 		$117K Buy
1,983
+89
+5% +$5.08K ﹤0.01% 2658
2018
Q4 		$100K Buy
1,894
+138
+8% +$7.57K ﹤0.01% 2645
2018
Q3 		$102K Buy
+1,756
New +$102K ﹤0.01% 2719

Other funds holding SDG

Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments's SDG Position: Q1 2026 in Review

Fidelity Investments opened a new position in iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2026: 1 share worth $85. The stake represents ﹤0.01% of the portfolio and ranks #5271 among its holdings. This is a return to the name: Fidelity Investments previously reported a position in SDG as recently as Q3 2025.

Fidelity Investments first reported a position in SDG in Q3 2018 and has held it in 28 quarters since. The position peaked at $117K in Q1 2019. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Fidelity Investments held 1 share of iShares MSCI Global Sustainable Development Goals ETF worth $85 as of Q1 2026.
  • iShares MSCI Global Sustainable Development Goals ETF was a new Fidelity Investments position in Q1 2026.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Fidelity Investments's portfolio in Q1 2026, its #5271 holding.
  • Fidelity Investments first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2018 and has held it in 28 quarters since.
  • Fidelity Investments's iShares MSCI Global Sustainable Development Goals ETF position peaked at $117K in Q1 2019.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.