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 Q2	$1.21M	Buy	13,490 +2,793	+26%	+$250K	﹤0.01%	2809
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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 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 New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Osaic Holdings's SDG Position: Q2 2026 in Review

Osaic Holdings increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 26% in Q2 2026, buying an estimated $250K and bringing the position to 13,490 shares worth $1.21M. The position accounts for ﹤0.01% of the portfolio, ranked #2809.

Osaic Holdings first reported a position in SDG in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.35M in Q3 2024. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Osaic Holdings held 13,490 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.21M as of Q2 2026.
Osaic Holdings bought 2,793 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $250K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2809 holding.
Osaic Holdings first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2020 and has held it in 26 quarters since.
Osaic Holdings's iShares MSCI Global Sustainable Development Goals ETF position peaked at $3.35M in Q3 2024.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.