Invested Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Invested 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	$405K	Sell	4,526 -536	-11%	-$47.9K	0.36%	76
2026 Q1	$425K	Buy	5,062 +38	+0.8%	+$3.23K	0.43%	67
2025 Q4	$423K	Buy	5,024 +85	+2%	+$7.17K	0.44%	67
2025 Q3	$353K	Buy	+4,939	New	+$397K	0.51%	55

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

Invested Advisors's SDG Position: Q2 2026 in Review

Invested Advisors reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 11% in Q2 2026, selling an estimated $47.9K and leaving 4,526 shares worth $405K. The position accounts for 0.36% of the portfolio, ranked #76.

Invested Advisors first reported a position in SDG in Q3 2025 and has held it in 4 quarters since. The position peaked at $425K in Q1 2026. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Invested Advisors held 4,526 shares of iShares MSCI Global Sustainable Development Goals ETF worth $405K as of Q2 2026.
Invested Advisors sold 536 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $47.9K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.36% of Invested Advisors's portfolio in Q2 2026, its #76 holding.
Invested Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2025 and has held it in 4 quarters since.
Invested Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $425K in Q1 2026.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Invested Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.