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

GenTrust’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	–	Sell	-2,500	Closed	-$211K	–	320
2025 Q4	$211K	Hold	2,500	–	–	0.01%	268
2025 Q3	$208K	Buy	+2,500	New	+$201K	0.01%	201
2024 Q4	–	Sell	-2,500	Closed	-$212K	–	224
2024 Q3	$212K	Buy	+2,500	New	+$197K	0.01%	191
2024 Q1	–	Sell	-2,500	Closed	-$203K	–	142
2023 Q4	$203K	Buy	+2,500	New	+$189K	0.01%	125
2022 Q2	–	Sell	-2,500	Closed	-$213K	–	159
2022 Q1	$213K	Hold	2,500	–	–	0.02%	136
2021 Q4	$218K	Hold	2,500	–	–	0.02%	135
2021 Q3	$240K	Hold	2,500	–	–	0.02%	132
2021 Q2	$248K	Hold	2,500	–	–	0.02%	127
2021 Q1	$232K	Hold	2,500	–	–	0.02%	116
2020 Q4	$233K	Hold	2,500	–	–	0.02%	98
2020 Q3	$201K	Buy	+2,500	New	+$192K	0.02%	102

Other funds holding SDG

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 New York $777B AUM 61.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GenTrust's SDG Position: Q1 2026 in Review

GenTrust sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2026, closing a stake of 2,500 shares — an estimated $211K sold.

GenTrust first reported a position in SDG in Q3 2020 and held it in 11 quarters. The position peaked at $248K in Q2 2021. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

GenTrust reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2026 after selling out during the quarter.
GenTrust sold 2,500 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $211K.
GenTrust first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and held it in 11 quarters.
GenTrust's iShares MSCI Global Sustainable Development Goals ETF position peaked at $248K in Q2 2021.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on GenTrust's 13F filing for Q1 2026, filed 27 Apr 2026.