FP
SDG icon

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

Financial Perspectives’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 		$49.6K Buy
554
+4
+0.7% +$358 0.01% 334
2026
Q1 		$46.2K Hold
550
– – 0.01% 321
2025
Q4 		$46.4K Sell
550
-90
-14% -$7.59K 0.01% 324
2025
Q3 		$53.2K Hold
640
– – 0.01% 311
2025
Q2 		$48.5K Buy
640
+7
+1% +$515 0.01% 315
2025
Q1 		$45.8K Hold
633
– – 0.02% 311
2024
Q4 		$45.3K Buy
633
+5
+0.8% +$390 0.02% 310
2024
Q3 		$53.2K Hold
628
– – 0.02% 278
2024
Q2 		$47.1K Buy
628
+7
+1% +$545 0.02% 282
2024
Q1 		$48.9K Hold
621
– – 0.02% 279
2023
Q4 		$50.3K Buy
621
+6
+1% +$453 0.02% 273
2023
Q3 		$45.8K Hold
615
– – 0.02% 263
2023
Q2 		$48.6K Buy
615
+5
+0.8% +$397 0.02% 266
2023
Q1 		$48.3K Buy
610
+52
+9% +$4.15K 0.02% 261
2022
Q4 		$44K Buy
558
+5
+0.9% +$381 0.02% 264
2022
Q3 		$39.2K Hold
553
– – 0.02% 265
2022
Q2 		$44.2K Buy
553
+5
+0.9% +$412 0.02% 246
2022
Q1 		$46.7K Buy
548
+192
+54% +$16.6K 0.02% 257
2021
Q4 		$32.3K Buy
356
+4
+1% +$374 0.02% 295
2021
Q3 		$33.8K Hold
352
– – 0.02% 284
2021
Q2 		$35K Buy
352
+53
+18% +$5.16K 0.02% 298
2021
Q1 		$28.4K Buy
299
+42
+16% +$4.05K 0.02% 311
2020
Q4 		$24K Buy
257
+1
+0.4% +$86 0.01% 314
2020
Q3 		$20.6K Hold
256
– – 0.01% 286
2020
Q2 		$17.5K Buy
+256
New +$16.2K 0.01% 297

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

Financial Perspectives's SDG Position: Q2 2026 in Review

Financial Perspectives increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.73% in Q2 2026, buying an estimated $358 and bringing the position to 554 shares worth $49.6K. The position accounts for 0.01% of the portfolio, ranked #334.

Financial Perspectives first reported a position in SDG in Q2 2020 and has held it in 25 quarters since. The position peaked at $53.2K in Q3 2025. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Financial Perspectives held 554 shares of iShares MSCI Global Sustainable Development Goals ETF worth $49.6K as of Q2 2026.
  • Financial Perspectives bought 4 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $358.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of Financial Perspectives's portfolio in Q2 2026, its #334 holding.
  • Financial Perspectives first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2020 and has held it in 25 quarters since.
  • Financial Perspectives's iShares MSCI Global Sustainable Development Goals ETF position peaked at $53.2K in Q3 2025.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.