Hexagon Capital Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Hexagon Capital 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
2025 Q2	–	Sell	-1	Closed	-$72	–	1411
2025 Q1	$72	Hold	1	–	–	﹤0.01%	1807
2024 Q4	$72	Hold	1	–	–	﹤0.01%	1816
2024 Q3	$85	Hold	1	–	–	﹤0.01%	1546
2024 Q2	$76	Hold	1	–	–	﹤0.01%	1427
2024 Q1	$79	Hold	1	–	–	﹤0.01%	1435
2023 Q4	$82	Hold	1	–	–	﹤0.01%	1394
2023 Q3	$75	Hold	1	–	–	﹤0.01%	1378
2023 Q2	$79	Hold	1	–	–	﹤0.01%	1392
2023 Q1	$79	Hold	1	–	–	﹤0.01%	1411
2022 Q4	$79	Hold	1	–	–	﹤0.01%	1423
2022 Q3	$0	Hold	1	–	–	﹤0.01%	1419
2022 Q2	$0	Sell	1 -220	-100%	-$18.1K	﹤0.01%	1241
2022 Q1	$19K	Hold	221	–	–	0.01%	531
2021 Q4	$20K	Hold	221	–	–	0.01%	514
2021 Q3	$21K	Buy	+221	New	+$21.7K	0.01%	495

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return

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

Hexagon Capital Partners's SDG Position: Q2 2025 in Review

Hexagon Capital Partners sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2025, closing a stake of 1 share — an estimated $72 sold.

Hexagon Capital Partners first reported a position in SDG in Q3 2021 and held it in 15 quarters. The position peaked at $21K in Q3 2021. 95 funds tracked by Wall St. Rank hold SDG as of Q2 2025.

Hexagon Capital Partners reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2025 after selling out during the quarter.
Hexagon Capital Partners sold 1 iShares MSCI Global Sustainable Development Goals ETF share in Q2 2025, an estimated $72.
Hexagon Capital Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2021 and held it in 15 quarters.
Hexagon Capital Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $21K in Q3 2021.
95 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2025.

Based on Hexagon Capital Partners's 13F filing for Q2 2025, filed 11 Aug 2025.