Investment Research Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Investment Research Partners’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	$626K	Sell	7,003 -336	-5%	-$30K	0.21%	108
2026 Q1	$616K	Buy	7,339 +444	+6%	+$37.7K	0.25%	96
2025 Q4	$581K	Sell	6,895 -66	-0.9%	-$5.57K	0.25%	92
2025 Q3	$587K	Buy	+6,961	New	+$559K	0.26%	92

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

Investment Research Partners's SDG Position: Q2 2026 in Review

Investment Research Partners reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 4.6% in Q2 2026, selling an estimated $30K and leaving 7,003 shares worth $626K. The position accounts for 0.21% of the portfolio, ranked #108.

Investment Research Partners first reported a position in SDG in Q3 2025 and has held it in 4 quarters since. 73 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Investment Research Partners held 7,003 shares of iShares MSCI Global Sustainable Development Goals ETF worth $626K as of Q2 2026.
Investment Research Partners sold 336 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $30K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.21% of Investment Research Partners's portfolio in Q2 2026, its #108 holding.
Investment Research Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2025 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 Investment Research Partners's 13F filing for Q2 2026, filed 4 Aug 2026.