FDCP
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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
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

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