Joseph Group Capital Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Joseph Group Capital Management’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	$11.3K	Buy	+126	New	+$11.3K	﹤0.01%	324
2026 Q1	–	Sell	-126	Closed	-$10.6K	–	389
2025 Q4	$10.6K	Hold	126	–	–	﹤0.01%	177
2025 Q3	$10.5K	Hold	126	–	–	﹤0.01%	92
2025 Q2	$9.56K	Hold	126	–	–	﹤0.01%	97
2025 Q1	$9.12K	Buy	+126	New	+$9.25K	﹤0.01%	92
2024 Q2	–	Sell	-126	Closed	-$9.92K	–	83
2024 Q1	$9.92K	Hold	126	–	–	0.01%	82
2023 Q4	$10.2K	Hold	126	–	–	0.01%	78
2023 Q3	$9.39K	Hold	126	–	–	0.01%	76
2023 Q2	$9.96K	Hold	126	–	–	0.01%	72
2023 Q1	$9.98K	Hold	126	–	–	0.01%	75
2022 Q4	$10K	Hold	126	–	–	0.01%	85
2022 Q3	$9K	Hold	126	–	–	0.01%	72
2022 Q2	$10K	Hold	126	–	–	0.01%	65
2022 Q1	$11K	Hold	126	–	–	0.01%	64
2021 Q4	$11K	Buy	+126	New	+$11.8K	0.01%	66

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

Joseph Group Capital Management's SDG Position: Q2 2026 in Review

Joseph Group Capital Management opened a new position in iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2026: 126 shares worth $11.3K. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings. This is a return to the name: Joseph Group Capital Management previously reported a position in SDG as recently as Q4 2025.

Joseph Group Capital Management first reported a position in SDG in Q4 2021 and has held it in 15 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Joseph Group Capital Management held 126 shares of iShares MSCI Global Sustainable Development Goals ETF worth $11.3K as of Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF was a new Joseph Group Capital Management position in Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Joseph Group Capital Management's portfolio in Q2 2026, its #324 holding.
Joseph Group Capital Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and has held it in 15 quarters since.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Joseph Group Capital Management's 13F filing for Q2 2026, filed 6 Aug 2026.