LI
SDG icon

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

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BB
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DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
B
Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return