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Oppenheimer Asset Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Oppenheimer Asset Management’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 		$361K Buy
4,037
+13
+0.3% +$1.16K ﹤0.01% 951
2026
Q1 		$338K Buy
4,024
+69
+2% +$5.86K ﹤0.01% 957
2025
Q4 		$333K Sell
3,955
-6
-0.2% -$506 ﹤0.01% 898
2025
Q3 		$330K Sell
3,961
-28
-0.7% -$2.25K ﹤0.01% 993
2025
Q2 		$303K Sell
3,989
-23
-0.6% -$1.69K ﹤0.01% 989
2025
Q1 		$290K Buy
4,012
+580
+17% +$42.6K ﹤0.01% 968
2024
Q4 		$246K Sell
3,432
-60
-2% -$4.68K ﹤0.01% 1033
2024
Q3 		$296K Sell
3,492
-245
-7% -$19.3K ﹤0.01% 1013
2024
Q2 		$281K Buy
3,737
+672
+22% +$52.3K ﹤0.01% 992
2024
Q1 		$241K Sell
3,065
-209
-6% -$16.2K ﹤0.01% 1005
2023
Q4 		$265K Buy
3,274
+151
+5% +$11.4K ﹤0.01% 1022
2023
Q3 		$233K Buy
3,123
+332
+12% +$26.1K ﹤0.01% 1017
2023
Q2 		$221K Buy
2,791
+76
+3% +$6.03K ﹤0.01% 1040
2023
Q1 		$215K Sell
2,715
-166
-6% -$13.2K ﹤0.01% 1038
2022
Q4 		$227K Sell
2,881
-6
-0.2% -$457 ﹤0.01% 1039
2022
Q3 		$205K Buy
2,887
+152
+6% +$12K ﹤0.01% 1044
2022
Q2 		$218K Buy
2,735
+18
+0.7% +$1.48K ﹤0.01% 1052
2022
Q1 		$232K Buy
+2,717
New +$235K ﹤0.01% 1089

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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

Oppenheimer Asset Management's SDG Position: Q2 2026 in Review

Oppenheimer Asset Management increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.32% in Q2 2026, buying an estimated $1.16K and bringing the position to 4,037 shares worth $361K. The position accounts for ﹤0.01% of the portfolio, ranked #951.

Oppenheimer Asset Management first reported a position in SDG in Q1 2022 and has held it in 18 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Oppenheimer Asset Management held 4,037 shares of iShares MSCI Global Sustainable Development Goals ETF worth $361K as of Q2 2026.
  • Oppenheimer Asset Management bought 13 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $1.16K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Oppenheimer Asset Management's portfolio in Q2 2026, its #951 holding.
  • Oppenheimer Asset Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2022 and has held it in 18 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Oppenheimer Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.