JTC Employer Solutions Trustee’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

JTC Employer Solutions Trustee’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	$45K	Hold	508	–	–	﹤0.01%	253
2026 Q1	$43K	Hold	508	–	–	﹤0.01%	246
2025 Q4	$43K	Hold	508	–	–	﹤0.01%	253
2025 Q3	$42K	Hold	508	–	–	﹤0.01%	249
2025 Q2	$39K	Hold	508	–	–	﹤0.01%	239
2025 Q1	$37K	Hold	508	–	–	﹤0.01%	251
2024 Q4	$37K	Hold	508	–	–	﹤0.01%	256
2024 Q3	$43K	Hold	508	–	–	﹤0.01%	252
2024 Q2	$38K	Hold	508	–	–	﹤0.01%	261
2024 Q1	$40K	Hold	508	–	–	﹤0.01%	265
2023 Q4	$41K	Hold	508	–	–	﹤0.01%	266
2023 Q3	$38K	Hold	508	–	–	﹤0.01%	271
2023 Q2	$40K	Hold	508	–	–	﹤0.01%	274
2023 Q1	$40K	Hold	508	–	–	﹤0.01%	281
2022 Q4	$40K	Buy	+508	New	+$38.7K	﹤0.01%	283

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

JTC Employer Solutions Trustee's SDG Position: Q2 2026 in Review

JTC Employer Solutions Trustee held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 508 shares worth $45K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

JTC Employer Solutions Trustee first reported a position in SDG in Q4 2022 and has held it in 15 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

JTC Employer Solutions Trustee held 508 shares of iShares MSCI Global Sustainable Development Goals ETF worth $45K as of Q2 2026.
JTC Employer Solutions Trustee left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of JTC Employer Solutions Trustee's portfolio in Q2 2026, its #253 holding.
JTC Employer Solutions Trustee first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 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 JTC Employer Solutions Trustee's 13F filing for Q2 2026, filed 31 Jul 2026.