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 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%	-$14.7K	﹤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%	+$3.25K	﹤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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

FDCP

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

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

Integrated Wealth Concepts's SDG Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 10% in Q1 2026, selling an estimated $26.7K and leaving 2,833 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #1992.

Integrated Wealth Concepts first reported a position in SDG in Q2 2021 and has held it in 14 quarters since. The position peaked at $349K in Q2 2023. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Integrated Wealth Concepts held 2,833 shares of iShares MSCI Global Sustainable Development Goals ETF worth $238K as of Q1 2026.
Integrated Wealth Concepts sold 314 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $26.7K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1992 holding.
Integrated Wealth Concepts first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2021 and has held it in 14 quarters since.
Integrated Wealth Concepts's iShares MSCI Global Sustainable Development Goals ETF position peaked at $349K in Q2 2023.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.