Jones Financial Companies’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Jones Financial Companies’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	$805K	Buy	9,122 +6,572	+258%	+$588K	﹤0.01%	2003
2026 Q1	$208K	Buy	2,550 +583	+30%	+$49.5K	﹤0.01%	2393
2025 Q4	$166K	Buy	1,967 +1,025	+109%	+$86.5K	﹤0.01%	1994
2025 Q3	$77.2K	Sell	942 -4	-0.4%	-$321	﹤0.01%	2185
2025 Q2	$71.2K	Buy	946 +511	+117%	+$37.6K	﹤0.01%	2080
2025 Q1	$31.7K	Buy	435 +124	+40%	+$9.1K	﹤0.01%	2237
2024 Q4	$22.3K	Sell	311 -86	-22%	-$6.71K	﹤0.01%	2213
2024 Q3	$33.8K	Buy	397 +372	+1,488%	+$29.3K	﹤0.01%	1780
2024 Q2	$1.88K	Buy	+25	New	+$1.95K	﹤0.01%	2170

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

Jones Financial Companies's SDG Position: Q2 2026 in Review

Jones Financial Companies increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 258% in Q2 2026, buying an estimated $588K and bringing the position to 9,122 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #2003.

Jones Financial Companies first reported a position in SDG in Q2 2024 and has held it in 9 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Jones Financial Companies held 9,122 shares of iShares MSCI Global Sustainable Development Goals ETF worth $805K as of Q2 2026.
Jones Financial Companies bought 6,572 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $588K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Jones Financial Companies's portfolio in Q2 2026, its #2003 holding.
Jones Financial Companies first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2024 and has held it in 9 quarters since.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.