Integrated Wealth Concepts
SDG icon

Integrated Wealth Concepts’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Integrated Wealth Concepts’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 		$253K Hold
2,833
– – ﹤0.01% 2081
2026
Q1 		$238K Sell
2,833
-314
-10% -$26.7K ﹤0.01% 1992
2025
Q4 		$265K Buy
3,147
+103
+3% +$8.69K ﹤0.01% 1374
2025
Q3 		$253K Buy
3,044
+48
+2% +$3.85K ﹤0.01% 1726
2025
Q2 		$227K Sell
2,996
-199
-6% -$14.6K ﹤0.01% 1698
2025
Q1 		$231K Sell
3,195
-32
-1% -$2.35K ﹤0.01% 1550
2024
Q4 		$231K Sell
3,227
-199
-6% -$15.5K ﹤0.01% 1526
2024
Q3 		$291K Sell
3,426
-394
-10% -$31K ﹤0.01% 1362
2024
Q2 		$287K Buy
3,820
+118
+3% +$9.19K ﹤0.01% 1343
2024
Q1 		$291K Buy
3,702
+42
+1% +$3.26K ﹤0.01% 1334
2023
Q4 		$297K Sell
3,660
-57
-2% -$4.3K ﹤0.01% 1278
2023
Q3 		$277K Sell
3,717
-701
-16% -$55.2K ﹤0.01% 1266
2023
Q2 		$349K Buy
4,418
+1,843
+72% +$146K 0.01% 1152
2023
Q1 		$204K Buy
+2,575
New +$205K ﹤0.01% 1216
2021
Q3 		– Sell
-2,204
Closed -$219K – 974
2021
Q2 		$219K Buy
+2,204
New +$215K 0.01% 747

Other funds holding SDG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.72B AUM 20.4% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Integrated Wealth Concepts's SDG Position: Q2 2026 in Review

Integrated Wealth Concepts held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 2,833 shares worth $253K. The position accounts for ﹤0.01% of the portfolio, ranked #2081.

Integrated Wealth Concepts first reported a position in SDG in Q2 2021 and has held it in 15 quarters since. The position peaked at $349K in Q2 2023. 100 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Integrated Wealth Concepts held 2,833 shares of iShares MSCI Global Sustainable Development Goals ETF worth $253K as of Q2 2026.
  • Integrated Wealth Concepts left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2081 holding.
  • Integrated Wealth Concepts first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2021 and has held it in 15 quarters since.
  • Integrated Wealth Concepts's iShares MSCI Global Sustainable Development Goals ETF position peaked at $349K in Q2 2023.
  • 100 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.