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Kingsview Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Kingsview Wealth 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 		$249K Sell
2,782
-12
-0.4% -$1.07K ﹤0.01% 1273
2026
Q1 		$235K Sell
2,794
-168
-6% -$14.3K ﹤0.01% 1190
2025
Q4 		$249K Sell
2,962
-51
-2% -$4.3K ﹤0.01% 1083
2025
Q3 		$251K Sell
3,013
-27
-0.9% -$2.17K ﹤0.01% 1039
2025
Q2 		$231K Sell
3,040
-941
-24% -$69.3K ﹤0.01% 1050
2025
Q1 		$288K Sell
3,981
-55
-1% -$4.04K 0.01% 911
2024
Q4 		$289K Sell
4,036
-147
-4% -$11.5K 0.01% 915
2024
Q3 		$355K Sell
4,183
-38
-0.9% -$2.99K 0.01% 822
2024
Q2 		$317K Buy
4,221
+1,469
+53% +$114K 0.01% 816
2024
Q1 		$217K Buy
2,752
+80
+3% +$6.2K 0.01% 939
2023
Q4 		$217K Sell
2,672
-141
-5% -$10.6K 0.01% 879
2023
Q3 		$210K Buy
2,813
+39
+1% +$3.07K 0.01% 874
2023
Q2 		$219K Sell
2,774
-191
-6% -$15.2K 0.01% 832
2023
Q1 		$235K Sell
2,965
-81
-3% -$6.46K 0.01% 789
2022
Q4 		$240K Sell
3,046
-920
-23% -$70.1K 0.01% 741
2022
Q3 		$281K Sell
3,966
-80
-2% -$6.34K 0.01% 660
2022
Q2 		$323K Sell
4,046
-362
-8% -$29.8K 0.02% 647
2022
Q1 		$376K Buy
4,408
+203
+5% +$17.5K 0.02% 637
2021
Q4 		$382K Buy
4,205
+372
+10% +$34.8K 0.02% 651
2021
Q3 		$368K Buy
3,833
+159
+4% +$15.6K 0.02% 625
2021
Q2 		$367K Buy
3,674
+219
+6% +$21.3K 0.02% 647
2021
Q1 		$329K Buy
3,455
+138
+4% +$13.3K 0.02% 610
2020
Q4 		$310K Buy
3,317
+269
+9% +$23.1K 0.02% 547
2020
Q3 		$245K Buy
+3,048
New +$235K 0.02% 522

Other funds holding SDG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Kingsview Wealth Management's SDG Position: Q2 2026 in Review

Kingsview Wealth Management reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.43% in Q2 2026, selling an estimated $1.07K and leaving 2,782 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #1273.

Kingsview Wealth Management first reported a position in SDG in Q3 2020 and has held it in 24 quarters since. The position peaked at $382K in Q4 2021. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Kingsview Wealth Management held 2,782 shares of iShares MSCI Global Sustainable Development Goals ETF worth $249K as of Q2 2026.
  • Kingsview Wealth Management sold 12 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $1.07K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1273 holding.
  • Kingsview Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and has held it in 24 quarters since.
  • Kingsview Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $382K in Q4 2021.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.