Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
OSAM
O'Shaughnessy Asset Management’s
iShares MSCI Global Sustainable Development Goals ETF
SDG
Stock Holding History
O'Shaughnessy Asset Management’s Portfolio
SDG Stock Details
SDG Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$84
Hold
1
–
–
﹤0.01%
2627
2025
Q4
$84
Hold
1
–
–
﹤0.01%
2610
2025
Q3
$83
Hold
1
–
–
﹤0.01%
2522
2025
Q2
$76
Hold
1
–
–
﹤0.01%
2339
2025
Q1
$72
Hold
1
–
–
﹤0.01%
2271
2024
Q4
$72
Hold
1
–
–
﹤0.01%
2175
2024
Q3
$83
Hold
1
–
–
﹤0.01%
2101
2024
Q2
$75
Hold
1
–
–
﹤0.01%
1952
2024
Q1
$69
Hold
1
–
–
﹤0.01%
1852
2023
Q4
$81
Hold
1
–
–
﹤0.01%
1721
2023
Q3
$75
Buy
+1
New
+$79
﹤0.01%
1607
Other funds holding SDG
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
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
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan, Israel
$14.7B AUM
47%
1-Year Est. Return
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
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
New York
$1.66T AUM
25.57%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close