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

Godfrey Financial Associates’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	$100K	Buy	1,123 +2	+0.2%	+$179	0.08%	163
2026 Q1	$94.1K	Buy	1,121 +4	+0.4%	+$340	0.08%	152
2025 Q4	$94.1K	Buy	+1,117	New	+$94.2K	0.08%	147

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

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

Godfrey Financial Associates's SDG Position: Q2 2026 in Review

Godfrey Financial Associates increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.18% in Q2 2026, buying an estimated $179 and bringing the position to 1,123 shares worth $100K. The position accounts for 0.08% of the portfolio, ranked #163.

Godfrey Financial Associates first reported a position in SDG in Q4 2025 and has held it in 3 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Godfrey Financial Associates held 1,123 shares of iShares MSCI Global Sustainable Development Goals ETF worth $100K as of Q2 2026.
Godfrey Financial Associates bought 2 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $179.
iShares MSCI Global Sustainable Development Goals ETF made up 0.08% of Godfrey Financial Associates's portfolio in Q2 2026, its #163 holding.
Godfrey Financial Associates first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2025 and has held it in 3 quarters since.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.