Foster Dykema Cabot & Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Foster Dykema Cabot & 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 Q2	$1.92M	Hold	21,421	–	–	0.11%	35
2026 Q1	$1.8M	Hold	21,421	–	–	0.11%	37
2025 Q4	$1.8M	Sell	21,421 -25	-0.1%	-$2.11K	0.11%	36
2025 Q3	$1.78M	Sell	21,446 -231	-1%	-$18.5K	0.12%	37
2025 Q2	$1.64M	Sell	21,677 -5	-0%	-$368	0.12%	36
2025 Q1	$1.57M	Sell	21,682 -20	-0.1%	-$1.47K	0.13%	36
2024 Q4	$1.55M	Buy	21,702 +48	+0.2%	+$3.74K	0.12%	39
2024 Q3	$1.84M	Hold	21,654	–	–	0.15%	38
2024 Q2	$1.63M	Sell	21,654 -13	-0.1%	-$1.01K	0.15%	37
2024 Q1	$1.71M	Buy	21,667 +13	+0.1%	+$1.01K	0.16%	37
2023 Q4	$1.76M	Buy	+21,654	New	+$1.63M	0.19%	36

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Foster Dykema Cabot & Partners's SDG Position: Q2 2026 in Review

Foster Dykema Cabot & Partners held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 21,421 shares worth $1.92M. The position accounts for 0.11% of the portfolio, ranked #35.

Foster Dykema Cabot & Partners first reported a position in SDG in Q4 2023 and has held it in 11 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Foster Dykema Cabot & Partners held 21,421 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.92M as of Q2 2026.
Foster Dykema Cabot & Partners left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF made up 0.11% of Foster Dykema Cabot & Partners's portfolio in Q2 2026, its #35 holding.
Foster Dykema Cabot & Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2023 and has held it in 11 quarters since.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Foster Dykema Cabot & Partners's 13F filing for Q2 2026, filed 11 Aug 2026.