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

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$89	Hold	1	–	–	﹤0.01%	2589
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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

O'Shaughnessy Asset Management's SDG Position: Q2 2026 in Review

O'Shaughnessy Asset Management held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 1 share worth $89. The position accounts for ﹤0.01% of the portfolio, ranked #2589.

O'Shaughnessy Asset Management first reported a position in SDG in Q3 2023 and has held it in 12 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

O'Shaughnessy Asset Management held 1 share of iShares MSCI Global Sustainable Development Goals ETF worth $89 as of Q2 2026.
O'Shaughnessy Asset Management left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #2589 holding.
O'Shaughnessy Asset Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2023 and has held it in 12 quarters since.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

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