Highland Financial Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Highland Financial Advisors’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	–	Sell	-2,724	Closed	-$229K	–	74
2026 Q1	$229K	Buy	2,724 +283	+12%	+$24K	0.06%	64
2025 Q4	$206K	Buy	+2,441	New	+$206K	0.06%	64
2025 Q2	–	Sell	-3,333	Closed	-$241K	–	56
2025 Q1	$241K	Buy	3,333 +287	+9%	+$21.1K	0.09%	52
2024 Q4	$218K	Buy	3,046 +195	+7%	+$15.2K	0.08%	55
2024 Q3	$242K	Buy	+2,851	New	+$224K	0.09%	50
2022 Q3	–	Sell	-2,723	Closed	-$218K	–	56
2022 Q2	$218K	Buy	+2,723	New	+$224K	0.15%	47

Other funds holding SDG

Wealth Enhancement Advisory Services

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

Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return

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

Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return