LRI Investments’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

LRI Investments’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	$9.93K	Hold	111	–	–	﹤0.01%	955
2026 Q1	$9.32K	Buy	111 +37	+50%	+$3.14K	﹤0.01%	904
2025 Q4	$6.23K	Hold	74	–	–	﹤0.01%	989
2025 Q3	$6.16K	Hold	74	–	–	﹤0.01%	991
2025 Q2	$5.61K	Hold	74	–	–	﹤0.01%	992
2025 Q1	$5.36K	Buy	+74	New	+$5.43K	﹤0.01%	930

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

LRI Investments's SDG Position: Q2 2026 in Review

LRI Investments held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 111 shares worth $9.93K. The position accounts for ﹤0.01% of the portfolio, ranked #955.

LRI Investments first reported a position in SDG in Q1 2025 and has held it in 6 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

LRI Investments held 111 shares of iShares MSCI Global Sustainable Development Goals ETF worth $9.93K as of Q2 2026.
LRI Investments 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 LRI Investments's portfolio in Q2 2026, its #955 holding.
LRI Investments first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2025 and has held it in 6 quarters since.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.