Kestra Advisory Services’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Kestra Advisory Services’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	-1,499	Closed	-$126K	–	4189
2025 Q4	$126K	Buy	+1,499	New	+$126K	﹤0.01%	3248
2025 Q2	–	Sell	-4,518	Closed	-$327K	–	2967
2025 Q1	$327K	Buy	4,518 +9	+0.2%	+$661	﹤0.01%	2115
2024 Q4	$323K	Sell	4,509 -34	-0.7%	-$2.65K	﹤0.01%	2170
2024 Q3	$385K	Buy	4,543 +1,123	+33%	+$88.4K	﹤0.01%	1932
2024 Q2	$257K	Buy	3,420 +36	+1%	+$2.8K	﹤0.01%	2215
2024 Q1	$266K	Hold	3,384	–	–	﹤0.01%	2085
2023 Q4	$274K	Sell	3,384 -67	-2%	-$5.05K	﹤0.01%	1908
2023 Q3	$257K	Hold	3,451	–	–	﹤0.01%	1772
2023 Q2	$273K	Buy	3,451 +134	+4%	+$10.6K	﹤0.01%	1689
2023 Q1	$263K	Buy	+3,317	New	+$265K	﹤0.01%	1656
2021 Q3	–	Sell	-2,151	Closed	-$214K	–	2169
2021 Q2	$214K	Buy	+2,151	New	+$210K	﹤0.01%	1824
2020 Q4	–	Sell	-30	Closed	-$200K	–	1879
2020 Q3	$200K	Buy	+30	New	+$2.31K	﹤0.01%	1294

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

Kestra Advisory Services's SDG Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2026, closing a stake of 1,499 shares — an estimated $126K sold.

Kestra Advisory Services first reported a position in SDG in Q3 2020 and held it in 12 quarters. The position peaked at $385K in Q3 2024. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Kestra Advisory Services reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,499 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $126K.
Kestra Advisory Services first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and held it in 12 quarters.
Kestra Advisory Services's iShares MSCI Global Sustainable Development Goals ETF position peaked at $385K in Q3 2024.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.