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

Focus Partners Wealth’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	$1.15M	Hold	12,857	–	–	﹤0.01%	1600
2026 Q1	$1.08M	Hold	12,857	–	–	﹤0.01%	1584
2025 Q4	$1.08M	Hold	12,857	–	–	﹤0.01%	1607
2025 Q3	$1.07M	Sell	12,857 -197	-2%	-$15.8K	﹤0.01%	1259
2025 Q2	$990K	Buy	13,054 +5,756	+79%	+$424K	﹤0.01%	1145
2025 Q1	$528K	Buy	+7,298	New	+$536K	﹤0.01%	1324

Other funds holding SDG

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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 New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Focus Partners Wealth's SDG Position: Q2 2026 in Review

Focus Partners Wealth held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 12,857 shares worth $1.15M. The position accounts for ﹤0.01% of the portfolio, ranked #1600.

Focus Partners Wealth first reported a position in SDG in Q1 2025 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Focus Partners Wealth held 12,857 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.15M as of Q2 2026.
Focus Partners Wealth left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1600 holding.
Focus Partners Wealth first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2025 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.