Larson Financial Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Larson Financial Group’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	$743K	Buy	8,845 +847	+11%	+$71.9K	0.02%	371
2025 Q4	$674K	Buy	7,998 +1,164	+17%	+$98.2K	0.02%	387
2025 Q3	$569K	Hold	6,834	–	–	0.02%	425
2025 Q2	$518K	Buy	6,834 +866	+15%	+$63.8K	0.02%	421
2025 Q1	$432K	Buy	+5,968	New	+$438K	0.02%	435

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

Larson Financial Group's SDG Position: Q1 2026 in Review

Larson Financial Group increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 11% in Q1 2026, buying an estimated $71.9K and bringing the position to 8,845 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #371.

Larson Financial Group first reported a position in SDG in Q1 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Larson Financial Group held 8,845 shares of iShares MSCI Global Sustainable Development Goals ETF worth $743K as of Q1 2026.
Larson Financial Group bought 847 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $71.9K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.02% of Larson Financial Group's portfolio in Q1 2026, its #371 holding.
Larson Financial Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2025 and has held it in 5 quarters since.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.