Jeff Yass’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Jeff Yass’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	$833K	Buy	9,310 +1,178	+14%	+$105K	﹤0.01%	8671
2026 Q1	$683K	Sell	8,132 -547	-6%	-$46.5K	﹤0.01%	8860
2025 Q4	$731K	Buy	8,679 +3,964	+84%	+$334K	﹤0.01%	7933
2025 Q3	$392K	Buy	+4,715	New	+$379K	﹤0.01%	9522
2025 Q2	–	Sell	-7,908	Closed	-$572K	–	13600
2025 Q1	$572K	Sell	7,908 -14,710	-65%	-$1.08M	﹤0.01%	8607
2024 Q4	$1.62M	Sell	22,618 -12,176	-35%	-$949K	﹤0.01%	5771
2024 Q3	$2.95M	Sell	34,794 -10,292	-23%	-$810K	﹤0.01%	4568
2024 Q2	$3.38M	Buy	45,086 +6,374	+16%	+$496K	﹤0.01%	4103
2024 Q1	$3.05M	Sell	38,712 -17,402	-31%	-$1.35M	﹤0.01%	4491
2023 Q4	$4.55M	Buy	56,114 +42,522	+313%	+$3.21M	﹤0.01%	3862
2023 Q3	$1.01M	Sell	13,592 -1,743	-11%	-$137K	﹤0.01%	6604
2023 Q2	$1.21M	Buy	+15,335	New	+$1.22M	﹤0.01%	6243
2022 Q3	–	Sell	-7,002	Closed	-$559K	–	14015
2022 Q2	$559K	Sell	7,002 -5,877	-46%	-$484K	﹤0.01%	7995
2022 Q1	$1.1M	Sell	12,879 -25,187	-66%	-$2.18M	﹤0.01%	6871
2021 Q4	$3.45M	Buy	+38,066	New	+$3.56M	﹤0.01%	4400
2021 Q2	–	Sell	-24,461	Closed	-$2.32M	–	13185
2021 Q1	$2.32M	Sell	24,461 -1,252	-5%	-$121K	﹤0.01%	5558
2020 Q4	$2.4M	Buy	+25,713	New	+$2.21M	﹤0.01%	4716
2019 Q2	–	Sell	-6,272	Closed	-$369K	–	10765
2019 Q1	$369K	Buy	+6,272	New	+$358K	﹤0.01%	6845
2018 Q3	–	Sell	-6,614	Closed	-$376K	–	10113
2018 Q2	$376K	Sell	6,614 -38,133	-85%	-$2.24M	﹤0.01%	7394
2018 Q1	$2.63M	Buy	+44,747	New	+$2.69M	﹤0.01%	3454
2017 Q4	–	Sell	-20,461	Closed	-$1.19M	–	9836
2017 Q3	$1.19M	Buy	+20,461	New	+$1.14M	﹤0.01%	4967
2017 Q2	–	Sell	-4,500	Closed	-$231K	–	9755
2017 Q1	$231K	Hold	4,500	–	–	﹤0.01%	7799
2016 Q4	$215K	Hold	4,500	–	–	﹤0.01%	8555
2016 Q3	$225K	Buy	+4,500	New	+$224K	﹤0.01%	7396

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

Jeff Yass's SDG Position: Q2 2026 in Review

Jeff Yass increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 14% in Q2 2026, buying an estimated $105K and bringing the position to 9,310 shares worth $833K. The position accounts for ﹤0.01% of the portfolio, ranked #8671.

Jeff Yass first reported a position in SDG in Q3 2016 and has held it in 24 quarters since. The position peaked at $4.55M in Q4 2023. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Jeff Yass held 9,310 shares of iShares MSCI Global Sustainable Development Goals ETF worth $833K as of Q2 2026.
Jeff Yass bought 1,178 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $105K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8671 holding.
Jeff Yass first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2016 and has held it in 24 quarters since.
Jeff Yass's iShares MSCI Global Sustainable Development Goals ETF position peaked at $4.55M in Q4 2023.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.