NewEdge Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

NewEdge Advisors’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	$288K	Hold	3,223	–	–	﹤0.01%	2521
2026 Q1	$271K	Sell	3,223 -434	-12%	-$36.9K	﹤0.01%	2413
2025 Q4	$308K	Sell	3,657 -2,069	-36%	-$175K	﹤0.01%	2294
2025 Q3	$476K	Sell	5,726 -911	-14%	-$73.1K	﹤0.01%	1852
2025 Q2	$503K	Sell	6,637 -4,830	-42%	-$356K	﹤0.01%	1684
2025 Q1	$830K	Sell	11,467 -19,338	-63%	-$1.42M	﹤0.01%	1288
2024 Q4	$2.2M	Buy	30,805 +25,067	+437%	+$1.95M	0.01%	793
2024 Q3	$487K	Sell	5,738 -1,797	-24%	-$142K	﹤0.01%	1500
2024 Q2	$566K	Buy	7,535 +4,611	+158%	+$359K	﹤0.01%	1339
2024 Q1	$230K	Buy	+2,924	New	+$227K	﹤0.01%	1776
2023 Q1	–	Sell	-1,020	Closed	-$80.5K	–	4025
2022 Q4	$80.5K	Buy	+1,020	New	+$77.7K	﹤0.01%	1526

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

NewEdge Advisors's SDG Position: Q2 2026 in Review

NewEdge Advisors held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 3,223 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #2521.

NewEdge Advisors first reported a position in SDG in Q4 2022 and has held it in 11 quarters since. The position peaked at $2.2M in Q4 2024. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

NewEdge Advisors held 3,223 shares of iShares MSCI Global Sustainable Development Goals ETF worth $288K as of Q2 2026.
NewEdge Advisors 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 NewEdge Advisors's portfolio in Q2 2026, its #2521 holding.
NewEdge Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and has held it in 11 quarters since.
NewEdge Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $2.2M in Q4 2024.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.