Granite Bay Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Granite Bay Wealth Management’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	$268K	Hold	3,000	–	–	0.02%	147
2026 Q1	$252K	Hold	3,000	–	–	0.05%	79
2025 Q4	$253K	Hold	3,000	–	–	0.06%	79
2025 Q3	$250K	Hold	3,000	–	–	0.07%	68
2025 Q2	$228K	Sell	3,000 -300	-9%	-$22.1K	0.07%	65
2025 Q1	$239K	Sell	3,300 -300	-8%	-$22K	0.08%	66
2024 Q4	$258K	Buy	3,600 +600	+20%	+$46.8K	0.1%	65
2024 Q3	$254K	Buy	+3,000	New	+$236K	0.14%	39

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

Granite Bay Wealth Management's SDG Position: Q2 2026 in Review

Granite Bay Wealth Management held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 3,000 shares worth $268K. The position accounts for 0.02% of the portfolio, ranked #147.

Granite Bay Wealth Management first reported a position in SDG in Q3 2024 and has held it in 8 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Granite Bay Wealth Management held 3,000 shares of iShares MSCI Global Sustainable Development Goals ETF worth $268K as of Q2 2026.
Granite Bay Wealth Management left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF made up 0.02% of Granite Bay Wealth Management's portfolio in Q2 2026, its #147 holding.
Granite Bay Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2024 and has held it in 8 quarters since.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Granite Bay Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.