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 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 New York $777B AUM 61.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Joseph Group Capital Management's SDG Position: Q1 2026 in Review

Joseph Group Capital Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2026, closing a stake of 126 shares — an estimated $10.6K sold.

Joseph Group Capital Management first reported a position in SDG in Q4 2021 and held it in 14 quarters. The position peaked at $11K in Q1 2022. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Joseph Group Capital Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2026 after selling out during the quarter.
Joseph Group Capital Management sold 126 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $10.6K.
Joseph Group Capital Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and held it in 14 quarters.
Joseph Group Capital Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $11K in Q1 2022.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Joseph Group Capital Management's 13F filing for Q1 2026, filed 8 May 2026.