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 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

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 $4.05B AUM 19.01% 1-Year Est. Return

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

JTC Employer Solutions Trustee's SDG Position: Q1 2026 in Review

JTC Employer Solutions Trustee held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q1 2026 at 508 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #246.

JTC Employer Solutions Trustee first reported a position in SDG in Q4 2022 and has held it in 14 quarters since. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

JTC Employer Solutions Trustee held 508 shares of iShares MSCI Global Sustainable Development Goals ETF worth $43K as of Q1 2026.
JTC Employer Solutions Trustee left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q1 2026.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of JTC Employer Solutions Trustee's portfolio in Q1 2026, its #246 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 14 quarters since.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on JTC Employer Solutions Trustee's 13F filing for Q1 2026, filed 19 May 2026.