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

Modera 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	$382K	Hold	4,272	–	–	﹤0.01%	503
2026 Q1	$359K	Sell	4,272 -4,928	-54%	-$419K	﹤0.01%	500
2025 Q4	$775K	Hold	9,200	–	–	0.01%	373
2025 Q3	$765K	Sell	9,200 -2,300	-20%	-$185K	0.01%	378
2025 Q2	$872K	Buy	11,500 +2,300	+25%	+$169K	0.01%	350
2025 Q1	$666K	Hold	9,200	–	–	0.01%	374
2024 Q4	$658K	Buy	+9,200	New	+$717K	0.01%	388

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

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

Modera Wealth Management held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 4,272 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Modera Wealth Management first reported a position in SDG in Q4 2024 and has held it in 7 quarters since. The position peaked at $872K in Q2 2025. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Modera Wealth Management held 4,272 shares of iShares MSCI Global Sustainable Development Goals ETF worth $382K as of Q2 2026.
Modera Wealth Management 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 Modera Wealth Management's portfolio in Q2 2026, its #503 holding.
Modera Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2024 and has held it in 7 quarters since.
Modera Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $872K in Q2 2025.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.