Mariner
SDG icon

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

Mariner’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 		$373K Sell
4,445
-748
-14% -$63.5K ﹤0.01% 2691
2025
Q4 		$437K Sell
5,193
-115
-2% -$9.7K ﹤0.01% 2544
2025
Q3 		$442K Buy
5,308
+263
+5% +$21.1K ﹤0.01% 2533
2025
Q2 		$383K Sell
5,045
-3,471
-41% -$256K ﹤0.01% 2531
2025
Q1 		$616K Sell
8,516
-1,221
-13% -$89.6K ﹤0.01% 2034
2024
Q4 		$697K Buy
9,737
+6
+0.1% +$468 ﹤0.01% 1908
2024
Q3 		$825K Sell
9,731
-612
-6% -$48.2K ﹤0.01% 1756
2024
Q2 		$776K Sell
10,343
-2,193
-17% -$171K ﹤0.01% 1696
2024
Q1 		$987K Sell
12,536
-629
-5% -$48.8K ﹤0.01% 1506
2023
Q4 		$1.07M Sell
13,165
-778
-6% -$58.7K ﹤0.01% 1380
2023
Q3 		$1.04M Buy
13,943
+38
+0.3% +$2.99K ﹤0.01% 1298
2023
Q2 		$1.1M Buy
13,905
+947
+7% +$75.2K ﹤0.01% 1248
2023
Q1 		$1.03M Sell
12,958
-390
-3% -$31.1K ﹤0.01% 1257
2022
Q4 		$1.05M Sell
13,348
-3,501
-21% -$267K ﹤0.01% 1215
2022
Q3 		$1.19M Sell
16,849
-3,418
-17% -$271K ﹤0.01% 977
2022
Q2 		$1.62M Buy
20,267
+204
+1% +$16.8K 0.01% 766
2022
Q1 		$1.71M Buy
20,063
+2,232
+13% +$193K 0.01% 767
2021
Q4 		$1.62M Buy
17,831
+1,400
+9% +$131K 0.01% 704
2021
Q3 		$1.58M Buy
16,431
+842
+5% +$82.8K 0.01% 590
2021
Q2 		$1.55M Buy
15,589
+1,675
+12% +$163K 0.01% 546
2021
Q1 		$1.32M Buy
+13,914
New +$1.34M 0.01% 544
2020
Q4 		– Sell
-10,479
Closed -$843K – 802
2020
Q3 		$843K Buy
+10,479
New +$807K 0.01% 529

Other funds holding SDG

Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mariner's SDG Position: Q1 2026 in Review

Mariner reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 14% in Q1 2026, selling an estimated $63.5K and leaving 4,445 shares worth $373K. The position accounts for ﹤0.01% of the portfolio, ranked #2691.

Mariner first reported a position in SDG in Q3 2020 and has held it in 22 quarters since. The position peaked at $1.71M in Q1 2022. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Mariner held 4,445 shares of iShares MSCI Global Sustainable Development Goals ETF worth $373K as of Q1 2026.
  • Mariner sold 748 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $63.5K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2691 holding.
  • Mariner first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2020 and has held it in 22 quarters since.
  • Mariner's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.71M in Q1 2022.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.