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NVWM LLC’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

NVWM LLC’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
Q3 		$5.24K Hold
60
– – ﹤0.01% 431
2026
Q2 		$5.37K Hold
60
– – ﹤0.01% 361
2026
Q1 		$5.04K Hold
60
– – ﹤0.01% 343
2025
Q4 		$5.05K Hold
60
– – ﹤0.01% 357
2025
Q3 		$4.99K Hold
60
– – ﹤0.01% 347
2025
Q2 		$4.55K Hold
60
– – ﹤0.01% 348
2025
Q1 		$4.34K Hold
60
– – ﹤0.01% 328
2024
Q4 		$4.29K Buy
+60
New +$4.68K ﹤0.01% 326

Other funds holding SDG

Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return
Halbert Hargrove Global Advisors
Halbert Hargrove Global Advisors Long Beach, California $2.29B AUM 13.62% 1-Year Est. Return
IRP
Investment Research Partners Lemont, Pennsylvania $295M AUM 29.14% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
AIP
Avail Investment Partners Lemont, Pennsylvania $136M AUM

NVWM LLC's SDG Position: Q3 2026 in Review

NVWM LLC held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q3 2026 at 60 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #431.

NVWM LLC first reported a position in SDG in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.37K in Q2 2026. 15 funds tracked by Wall St. Rank hold SDG as of Q3 2026.

  • NVWM LLC held 60 shares of iShares MSCI Global Sustainable Development Goals ETF worth $5.24K as of Q3 2026.
  • NVWM LLC left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q3 2026.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of NVWM LLC's portfolio in Q3 2026, its #431 holding.
  • NVWM LLC first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2024 and has held it in 8 quarters since.
  • NVWM LLC's iShares MSCI Global Sustainable Development Goals ETF position peaked at $5.37K in Q2 2026.
  • 15 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2026.

Based on NVWM LLC's 13F filing for Q3 2026, filed 14 Oct 2026.