Harel Insurance Investments & Financial Services’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Harel Insurance Investments & Financial Services’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	$3.37M	Buy	37,715 +5,885	+18%	+$526K	0.02%	152
2026 Q1	$2.67M	Buy	31,830 +6,341	+25%	+$539K	0.02%	127
2025 Q4	$2.15M	Buy	25,489 +6,713	+36%	+$566K	0.02%	141
2025 Q3	$1.56M	Buy	18,776 +3,934	+27%	+$316K	0.01%	172
2025 Q2	$1.13M	Buy	14,842 +4,351	+41%	+$320K	0.01%	171
2025 Q1	$759K	Buy	10,491 +431	+4%	+$31.6K	0.01%	178
2024 Q4	$720K	Buy	10,060 +553	+6%	+$43.1K	0.01%	141
2024 Q3	$806K	Buy	9,507 +906	+11%	+$71.3K	0.01%	152
2024 Q2	$646K	Buy	8,601 +1,603	+23%	+$125K	0.01%	167
2024 Q1	$551K	Buy	6,998 +62	+0.9%	+$4.8K	0.01%	163
2023 Q4	$562K	Buy	6,936 +1,493	+27%	+$113K	0.01%	191
2023 Q3	$406K	Buy	5,443 +1,981	+57%	+$156K	0.01%	211
2023 Q2	$274K	Buy	3,462 +1,257	+57%	+$99.8K	0.01%	277
2023 Q1	$175K	Buy	+2,205	New	+$176K	﹤0.01%	347

Other funds holding SDG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

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

Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Weil Company San Diego, California $568M AUM 19.88% 1-Year Est. Return

IRP

Investment Research Partners Lemont, Pennsylvania $295M AUM 34.97% 1-Year Est. Return

HHGA

Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Harel Insurance Investments & Financial Services's SDG Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 18% in Q2 2026, buying an estimated $526K and bringing the position to 37,715 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #152.

Harel Insurance Investments & Financial Services first reported a position in SDG in Q1 2023 and has held it in 14 quarters since. 51 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Harel Insurance Investments & Financial Services held 37,715 shares of iShares MSCI Global Sustainable Development Goals ETF worth $3.37M as of Q2 2026.
Harel Insurance Investments & Financial Services bought 5,885 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $526K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.02% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #152 holding.
Harel Insurance Investments & Financial Services first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2023 and has held it in 14 quarters since.
51 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.