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

Mission 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 		$255K Buy
2,846
+46
+2% +$4.11K ﹤0.01% 937
2026
Q1 		$235K Buy
2,800
+345
+14% +$29.3K ﹤0.01% 669
2025
Q4 		$207K Buy
2,455
+1
+0% +$84 ﹤0.01% 697
2025
Q3 		$204K Buy
+2,454
New +$197K ﹤0.01% 676
2025
Q2 		– Sell
-13,945
Closed -$1.01M – 706
2025
Q1 		$1.01M Sell
13,945
-93,904
-87% -$6.89M 0.02% 300
2024
Q4 		$7.72M Sell
107,849
-10,173
-9% -$793K 0.18% 72
2024
Q3 		$10M Sell
118,022
-4,692
-4% -$369K 0.24% 57
2024
Q2 		$9.21M Sell
122,714
-15,250
-11% -$1.19M 0.24% 57
2024
Q1 		$10.9M Buy
137,964
+2,188
+2% +$170K 0.29% 50
2023
Q4 		$11M Buy
135,776
+1,719
+1% +$130K 0.36% 38
2023
Q3 		$9.99M Sell
134,057
-1,841
-1% -$145K 0.37% 41
2023
Q2 		$10.7M Sell
135,898
-1,387
-1% -$110K 0.41% 37
2023
Q1 		$10.9M Buy
137,285
+463
+0.3% +$36.9K 0.46% 34
2022
Q4 		$10.8M Sell
136,822
-4,097
-3% -$312K 0.52% 33
2022
Q3 		$9.99M Sell
140,919
-4,223
-3% -$335K 0.53% 33
2022
Q2 		$11.6M Buy
145,142
+25,276
+21% +$2.08M 0.61% 29
2022
Q1 		$10.2M Buy
119,866
+13,357
+13% +$1.15M 0.47% 32
2021
Q4 		$9.67M Buy
106,509
+18,499
+21% +$1.73M 0.44% 37
2021
Q3 		$8.45M Buy
88,010
+7,152
+9% +$703K 0.43% 36
2021
Q2 		$8.04M Buy
80,858
+6,627
+9% +$645K 0.43% 39
2021
Q1 		$7.04M Buy
74,231
+8,873
+14% +$856K 0.41% 39
2020
Q4 		$6.1M Buy
65,358
+13,079
+25% +$1.12M 0.38% 42
2020
Q3 		$4.21M Buy
52,279
+5,106
+11% +$393K 0.32% 46
2020
Q2 		$3.21M Buy
47,173
+6,650
+16% +$422K 0.28% 51
2020
Q1 		$2.33M Buy
40,523
+8,806
+28% +$569K 0.26% 54
2019
Q4 		$2.08M Buy
31,717
+11,677
+58% +$723K 0.2% 69
2019
Q3 		$1.17M Buy
20,040
+4,855
+32% +$280K 0.13% 93
2019
Q2 		$876K Buy
15,185
+4,952
+48% +$288K 0.1% 112
2019
Q1 		$604K Buy
10,233
+4,622
+82% +$264K 0.07% 145
2018
Q4 		$297K Buy
+5,611
New +$308K 0.04% 201

Other funds holding SDG

AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
HHGA
Halbert Hargrove Global Advisors Long Beach, California $2.31B AUM 21.64% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
WWM
Wolff Wiese Magana Carslbad, California $217M AUM 47.64% 1-Year Est. Return

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

Mission Wealth Management increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 1.6% in Q2 2026, buying an estimated $4.11K and bringing the position to 2,846 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Mission Wealth Management first reported a position in SDG in Q4 2018 and has held it in 30 quarters since. The position peaked at $11.6M in Q2 2022. 11 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Mission Wealth Management held 2,846 shares of iShares MSCI Global Sustainable Development Goals ETF worth $255K as of Q2 2026.
  • Mission Wealth Management bought 46 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $4.11K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Mission Wealth Management's portfolio in Q2 2026, its #937 holding.
  • Mission Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2018 and has held it in 30 quarters since.
  • Mission Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $11.6M in Q2 2022.
  • 11 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.