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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
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

Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invested Advisors's SDG Position: Q1 2026 in Review

Invested Advisors increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.76% in Q1 2026, buying an estimated $3.23K and bringing the position to 5,062 shares worth $425K. The position accounts for 0.43% of the portfolio, ranked #67.

Invested Advisors first reported a position in SDG in Q3 2025 and has held it in 3 quarters since. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Invested Advisors held 5,062 shares of iShares MSCI Global Sustainable Development Goals ETF worth $425K as of Q1 2026.
  • Invested Advisors bought 38 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $3.23K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.43% of Invested Advisors's portfolio in Q1 2026, its #67 holding.
  • Invested Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2025 and has held it in 3 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Invested Advisors's 13F filing for Q1 2026, filed 29 Apr 2026.