ORG Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

ORG Partners’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
2025 Q4	–	Sell	-169	Closed	-$14.1K	–	1766
2025 Q3	$14.1K	Hold	169	–	–	﹤0.01%	889
2025 Q2	$12.8K	Hold	169	–	–	﹤0.01%	855
2025 Q1	$12.3K	Hold	169	–	–	﹤0.01%	762
2024 Q4	$12.1K	Hold	169	–	–	﹤0.01%	849
2024 Q3	$14.3K	Hold	169	–	–	﹤0.01%	730
2024 Q2	$12.7K	Buy	+169	New	+$13.2K	﹤0.01%	1190

Other funds holding SDG

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

FDCP

Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 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

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

ORG Partners's SDG Position: Q4 2025 in Review

ORG Partners sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q4 2025, closing a stake of 169 shares — an estimated $14.1K sold.

ORG Partners first reported a position in SDG in Q2 2024 and held it in 6 quarters. The position peaked at $14.3K in Q3 2024. 101 funds tracked by Wall St. Rank hold SDG as of Q4 2025.

ORG Partners reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q4 2025 after selling out during the quarter.
ORG Partners sold 169 iShares MSCI Global Sustainable Development Goals ETF shares in Q4 2025, an estimated $14.1K.
ORG Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2024 and held it in 6 quarters.
ORG Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $14.3K in Q3 2024.
101 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.