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 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Advisors's SDG Position: Q1 2026 in Review

NewEdge Advisors reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 12% in Q1 2026, selling an estimated $36.9K and leaving 3,223 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #2413.

NewEdge Advisors first reported a position in SDG in Q4 2022 and has held it in 10 quarters since. The position peaked at $2.2M in Q4 2024. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

NewEdge Advisors held 3,223 shares of iShares MSCI Global Sustainable Development Goals ETF worth $271K as of Q1 2026.
NewEdge Advisors sold 434 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $36.9K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2413 holding.
NewEdge Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and has held it in 10 quarters since.
NewEdge Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $2.2M in Q4 2024.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.