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

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

Highland Financial Advisors's SDG Position: Q2 2026 in Review

Highland Financial Advisors sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2026, closing a stake of 2,724 shares — an estimated $229K sold.

Highland Financial Advisors first reported a position in SDG in Q2 2022 and held it in 6 quarters. The position peaked at $242K in Q3 2024. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Highland Financial Advisors reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2026 after selling out during the quarter.
Highland Financial Advisors sold 2,724 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $229K.
Highland Financial Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2022 and held it in 6 quarters.
Highland Financial Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $242K in Q3 2024.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Highland Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.