HSBC Holdings’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

HSBC Holdings’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 Q1	–	Sell	-6,100	Closed	-$437K	–	3231
2024 Q4	$437K	Hold	6,100	–	–	﹤0.01%	2272
2024 Q3	$517K	Hold	6,100	–	–	﹤0.01%	1989
2024 Q2	$458K	Sell	6,100 -4,000	-40%	-$311K	﹤0.01%	2022
2024 Q1	$795K	Sell	10,100 -18,000	-64%	-$1.4M	﹤0.01%	1880
2023 Q4	$2.28M	Hold	28,100	–	–	﹤0.01%	1435
2023 Q3	$2.08M	Sell	28,100 -2,500	-8%	-$197K	﹤0.01%	1432
2023 Q2	$2.39M	Hold	30,600	–	–	﹤0.01%	1372
2023 Q1	$2.42M	Sell	30,600 -7,400	-19%	-$590K	﹤0.01%	1434
2022 Q4	$3M	Sell	38,000 -3,800	-9%	-$289K	﹤0.01%	1502
2022 Q3	$2.96M	Sell	41,800 -1,000	-2%	-$79.2K	﹤0.01%	1386
2022 Q2	$3.42M	Hold	42,800	–	–	﹤0.01%	1340
2022 Q1	$3.65M	Sell	42,800 -2,200	-5%	-$190K	﹤0.01%	1312
2021 Q4	$4.08M	Buy	+45,000	New	+$4.21M	﹤0.01%	1358

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

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

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

DAS

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

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

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

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

FDCP

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

HSBC Holdings's SDG Position: Q1 2025 in Review

HSBC Holdings sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2025, closing a stake of 6,100 shares — an estimated $437K sold.

HSBC Holdings first reported a position in SDG in Q4 2021 and held it in 13 quarters. The position peaked at $4.08M in Q4 2021. 107 funds tracked by Wall St. Rank hold SDG as of Q1 2025.

HSBC Holdings reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2025 after selling out during the quarter.
HSBC Holdings sold 6,100 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2025, an estimated $437K.
HSBC Holdings first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and held it in 13 quarters.
HSBC Holdings's iShares MSCI Global Sustainable Development Goals ETF position peaked at $4.08M in Q4 2021.
107 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2025.

Based on HSBC Holdings's 13F filing for Q1 2025, filed 14 May 2025.