Osaic Holdings
SDG icon

Osaic Holdings’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Osaic Holdings’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 		$898K Sell
10,697
-803
-7% -$68.2K ﹤0.01% 2814
2025
Q4 		$969K Buy
11,500
+456
+4% +$38.5K ﹤0.01% 2729
2025
Q3 		$915K Buy
11,044
+7,316
+196% +$587K ﹤0.01% 2885
2025
Q2 		$282K Sell
3,728
-1,821
-33% -$134K ﹤0.01% 3648
2025
Q1 		$402K Sell
5,549
-32,280
-85% -$2.37M ﹤0.01% 3068
2024
Q4 		$2.71M Sell
37,829
-1,662
-4% -$130K 0.01% 1435
2024
Q3 		$3.35M Buy
39,491
+377
+1% +$29.7K 0.01% 1327
2024
Q2 		$2.94M Sell
39,114
-1,652
-4% -$129K 0.01% 1370
2024
Q1 		$3.21M Buy
40,766
+1,732
+4% +$134K 0.01% 1356
2023
Q4 		$3.16M Sell
39,034
-2,210
-5% -$167K 0.01% 1509
2023
Q3 		$3.07M Buy
41,244
+2,238
+6% +$176K ﹤0.01% 1638
2023
Q2 		$3.08M Buy
39,006
+1,011
+3% +$80.3K 0.01% 1518
2023
Q1 		$3.01M Buy
37,995
+409
+1% +$32.6K 0.01% 1514
2022
Q4 		$2.97M Buy
37,586
+4,015
+12% +$306K 0.01% 1456
2022
Q3 		$2.38M Buy
33,571
+1,488
+5% +$118K 0.01% 1510
2022
Q2 		$2.56M Buy
32,083
+2,169
+7% +$179K 0.01% 1484
2022
Q1 		$2.64M Buy
29,914
+2,398
+9% +$207K 0.01% 1698
2021
Q4 		$2.5M Sell
27,516
-1,467
-5% -$137K ﹤0.01% 1587
2021
Q3 		$2.78M Buy
28,983
+2,477
+9% +$244K 0.01% 1453
2021
Q2 		$2.63M Buy
26,506
+4,996
+23% +$487K 0.01% 1485
2021
Q1 		$2.04M Buy
21,510
+2,873
+15% +$277K ﹤0.01% 1598
2020
Q4 		$1.74M Buy
18,637
+4,335
+30% +$372K ﹤0.01% 1558
2020
Q3 		$1.14M Buy
14,302
+4,440
+45% +$342K ﹤0.01% 1724
2020
Q2 		$672K Sell
9,862
-144,139
-94% -$9.15M ﹤0.01% 2086
2020
Q1 		$258K Buy
+154,001
New +$9.94M ﹤0.01% 2663

Other funds holding SDG

Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
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
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
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings's SDG Position: Q1 2026 in Review

Osaic Holdings reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 7% in Q1 2026, selling an estimated $68.2K and leaving 10,697 shares worth $898K. The position accounts for ﹤0.01% of the portfolio, ranked #2814.

Osaic Holdings first reported a position in SDG in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.35M in Q3 2024. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Osaic Holdings held 10,697 shares of iShares MSCI Global Sustainable Development Goals ETF worth $898K as of Q1 2026.
  • Osaic Holdings sold 803 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $68.2K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2814 holding.
  • Osaic Holdings first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2020 and has held it in 25 quarters since.
  • Osaic Holdings's iShares MSCI Global Sustainable Development Goals ETF position peaked at $3.35M in Q3 2024.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.