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

Morgan Stanley’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 		$1.44M Buy
16,151
+2,167
+15% +$194K ﹤0.01% 5034
2026
Q1 		$1.17M Sell
13,984
-1,605
-10% -$136K ﹤0.01% 5054
2025
Q4 		$1.31M Sell
15,589
-896
-5% -$75.6K ﹤0.01% 5047
2025
Q3 		$1.37M Buy
16,485
+789
+5% +$63.3K ﹤0.01% 4999
2025
Q2 		$1.19M Buy
15,696
+2,500
+19% +$184K ﹤0.01% 5010
2025
Q1 		$955K Sell
13,196
-8,025
-38% -$589K ﹤0.01% 5021
2024
Q4 		$1.52M Buy
21,221
+7,556
+55% +$589K ﹤0.01% 4879
2024
Q3 		$1.16M Buy
13,665
+2,847
+26% +$224K ﹤0.01% 4966
2024
Q2 		$812K Sell
10,818
-1,899
-15% -$148K ﹤0.01% 5077
2024
Q1 		$1M Buy
12,717
+547
+4% +$42.4K ﹤0.01% 4955
2023
Q4 		$986K Sell
12,170
-163
-1% -$12.3K ﹤0.01% 4935
2023
Q3 		$919K Sell
12,333
-65,107
-84% -$5.13M ﹤0.01% 4850
2023
Q2 		$6.12M Sell
77,440
-144
-0.2% -$11.4K ﹤0.01% 3611
2023
Q1 		$6.14M Sell
77,584
-2,838
-4% -$226K ﹤0.01% 3610
2022
Q4 		$6.35M Buy
80,422
+16,959
+27% +$1.29M ﹤0.01% 3531
2022
Q3 		$4.5M Buy
63,463
+46,476
+274% +$3.68M ﹤0.01% 3784
2022
Q2 		$1.36M Buy
16,987
+6,396
+60% +$527K ﹤0.01% 4815
2022
Q1 		$903K Buy
10,591
+26
+0.2% +$2.25K ﹤0.01% 5068
2021
Q4 		$959K Sell
10,565
-14,330
-58% -$1.34M ﹤0.01% 5101
2021
Q3 		$2.39M Buy
24,895
+2,705
+12% +$266K ﹤0.01% 4420
2021
Q2 		$2.21M Buy
22,190
+8,749
+65% +$852K ﹤0.01% 4552
2021
Q1 		$1.27M Buy
13,441
+13,133
+4,264% +$1.27M ﹤0.01% 4576
2020
Q4 		$29K Buy
308
+216
+235% +$18.5K ﹤0.01% 6340
2020
Q3 		$7K Buy
+92
New +$7.08K ﹤0.01% 6376
2018
Q3 		– Sell
-200
Closed -$11K – 6785
2018
Q2 		$11K Hold
200
– – ﹤0.01% 6290
2018
Q1 		$12K Hold
200
– – ﹤0.01% 6231
2017
Q4 		$12K Hold
200
– – ﹤0.01% 6187
2017
Q3 		$12K Buy
+200
New +$11.2K ﹤0.01% 6134

Other funds holding SDG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley's SDG Position: Q2 2026 in Review

Morgan Stanley increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 15% in Q2 2026, buying an estimated $194K and bringing the position to 16,151 shares worth $1.44M. The position accounts for ﹤0.01% of the portfolio, ranked #5034.

Morgan Stanley first reported a position in SDG in Q3 2017 and has held it in 28 quarters since. The position peaked at $6.35M in Q4 2022. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Morgan Stanley held 16,151 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.44M as of Q2 2026.
  • Morgan Stanley bought 2,167 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $194K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #5034 holding.
  • Morgan Stanley first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2017 and has held it in 28 quarters since.
  • Morgan Stanley's iShares MSCI Global Sustainable Development Goals ETF position peaked at $6.35M in Q4 2022.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.