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 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	Sell	12,717 -11,623	-48%	-$901K	﹤0.01%	4955
2023 Q4	$1.97M	Buy	24,340 +12,007	+97%	+$906K	﹤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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 New York $777B AUM 61.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Morgan Stanley's SDG Position: Q1 2026 in Review

Morgan Stanley reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 10% in Q1 2026, selling an estimated $136K and leaving 13,984 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #5054.

Morgan Stanley first reported a position in SDG in Q3 2017 and has held it in 27 quarters since. The position peaked at $6.35M in Q4 2022. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Morgan Stanley held 13,984 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.17M as of Q1 2026.
Morgan Stanley sold 1,605 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $136K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5054 holding.
Morgan Stanley first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2017 and has held it in 27 quarters since.
Morgan Stanley's iShares MSCI Global Sustainable Development Goals ETF position peaked at $6.35M in Q4 2022.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.