FCG
SDG icon

Financial Connections Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Financial Connections Group’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 		$8K Hold
100
– – ﹤0.01% 200
2025
Q4 		$8K Hold
100
– – ﹤0.01% 187
2025
Q3 		$8K Hold
100
– – ﹤0.01% 184
2025
Q2 		$7K Hold
100
– – ﹤0.01% 203
2025
Q1 		$7K Hold
100
– – ﹤0.01% 176
2024
Q4 		$7K Hold
100
– – ﹤0.01% 168
2024
Q3 		$8K Hold
100
– – ﹤0.01% 157
2024
Q2 		$7K Hold
100
– – ﹤0.01% 218
2024
Q1 		$8K Hold
100
– – 0.01% 111
2023
Q4 		$8K Hold
100
– – 0.01% 176
2023
Q3 		$7K Hold
100
– – 0.01% 107
2023
Q2 		$7K Hold
100
– – ﹤0.01% 195
2023
Q1 		$7K Hold
100
– – 0.01% 187
2022
Q4 		$7K Hold
100
– – 0.01% 180
2022
Q3 		$7K Hold
100
– – 0.01% 166
2022
Q2 		$7K Hold
100
– – 0.01% 211
2022
Q1 		$8K Hold
100
– – 0.01% 209
2021
Q4 		$9K Buy
+100
New +$9.35K 0.01% 214

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

Financial Connections Group's SDG Position: Q1 2026 in Review

Financial Connections Group held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q1 2026 at 100 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #200.

Financial Connections Group first reported a position in SDG in Q4 2021 and has held it in 18 quarters since. The position peaked at $9K in Q4 2021. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Financial Connections Group held 100 shares of iShares MSCI Global Sustainable Development Goals ETF worth $8K as of Q1 2026.
  • Financial Connections Group 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 Financial Connections Group's portfolio in Q1 2026, its #200 holding.
  • Financial Connections Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and has held it in 18 quarters since.
  • Financial Connections Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $9K in Q4 2021.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.