International Assets Investment Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

International Assets Investment Management’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	$42.1K	Hold	474	–	–	﹤0.01%	1372
2026 Q1	$40.2K	Hold	474	–	–	﹤0.01%	1293
2025 Q4	$39.9K	Buy	+474	New	+$40K	﹤0.01%	1283
2024 Q3	–	Sell	-517	Closed	-$38.8K	–	2508
2024 Q2	$38.8K	Buy	+517	New	+$40.2K	﹤0.01%	1269

Other funds holding SDG

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Brio Consultants San Francisco, California $853M AUM 15.61% 1-Year Est. Return

Berkshire Bank Pittsfield, Massachusetts $524M AUM 21.97% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

International Assets Investment Management's SDG Position: Q2 2026 in Review

International Assets Investment Management held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 474 shares worth $42.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

International Assets Investment Management first reported a position in SDG in Q2 2024 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

International Assets Investment Management held 474 shares of iShares MSCI Global Sustainable Development Goals ETF worth $42.1K as of Q2 2026.
International Assets Investment Management 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 International Assets Investment Management's portfolio in Q2 2026, its #1372 holding.
International Assets Investment Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2024 and has held it in 4 quarters since.
73 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.