MD
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Money Design’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Money Design’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
2025
Q2 		$1.02M Sell
13,435
-32
-0.2% -$2.36K 0.05% 70
2025
Q1 		$975K Buy
13,467
+109
+0.8% +$8K 0.05% 73
2024
Q4 		$961K Buy
13,358
+236
+2% +$18.4K 0.05% 75
2024
Q3 		$1.11M Sell
13,122
-17
-0.1% -$1.34K 0.06% 74
2024
Q2 		$986K Buy
13,139
+805
+7% +$62.7K 0.05% 73
2024
Q1 		$971K Sell
12,334
-216
-2% -$16.7K 0.05% 73
2023
Q4 		$1.02M Sell
12,550
-609
-5% -$46K 0.06% 76
2023
Q3 		$981K Buy
13,159
+370
+3% +$29.1K 0.06% 77
2023
Q2 		$1.01M Sell
12,789
-3,436
-21% -$273K 0.06% 78
2023
Q1 		$1.28M Buy
16,225
+3,944
+32% +$315K 0.08% 78
2022
Q4 		$969K Buy
12,281
+1,112
+10% +$84.7K 0.06% 82
2022
Q3 		$792K Buy
11,169
+1,352
+14% +$107K 0.06% 82
2022
Q2 		$784K Buy
9,817
+532
+6% +$43.8K 0.06% 76
2022
Q1 		$792K Sell
9,285
-108
-1% -$9.33K 0.05% 75
2021
Q4 		$852K Buy
+9,393
New +$878K 0.06% 75

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Money Design's SDG Position: Q2 2025 in Review

Money Design reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.24% in Q2 2025, selling an estimated $2.36K and leaving 13,435 shares worth $1.02M. The position accounts for 0.05% of the portfolio, ranked #70.

Money Design first reported a position in SDG in Q4 2021 and has held it in 15 quarters since. The position peaked at $1.28M in Q1 2023. 95 funds tracked by Wall St. Rank hold SDG as of Q2 2025.

  • Money Design held 13,435 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.02M as of Q2 2025.
  • Money Design sold 32 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2025, an estimated $2.36K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.05% of Money Design's portfolio in Q2 2025, its #70 holding.
  • Money Design first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and has held it in 15 quarters since.
  • Money Design's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.28M in Q1 2023.
  • 95 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2025.

Based on Money Design's 13F filing for Q2 2025, filed 31 Jul 2025.