Perigon Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Perigon Wealth 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	$511K	Sell	5,710 -130	-2%	-$11.6K	0.01%	890
2026 Q1	$490K	Sell	5,840 -91	-2%	-$7.73K	0.01%	811
2025 Q4	$500K	Sell	5,931 -371	-6%	-$31.3K	0.01%	804
2025 Q3	$524K	Sell	6,302 -380	-6%	-$30.5K	0.01%	723
2025 Q2	$507K	Sell	6,682 -242	-3%	-$17.8K	0.01%	670
2025 Q1	$501K	Sell	6,924 -283	-4%	-$20.8K	0.01%	639
2024 Q4	$512K	Buy	7,207 +1,619	+29%	+$126K	0.01%	636
2024 Q3	$474K	Buy	5,588 +60	+1%	+$4.72K	0.01%	635
2024 Q2	$415K	Buy	+5,528	New	+$430K	0.01%	590

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

Perigon Wealth Management's SDG Position: Q2 2026 in Review

Perigon Wealth Management reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 2.2% in Q2 2026, selling an estimated $11.6K and leaving 5,710 shares worth $511K. The position accounts for 0.01% of the portfolio, ranked #890.

Perigon Wealth Management first reported a position in SDG in Q2 2024 and has held it in 9 quarters since. The position peaked at $524K in Q3 2025. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Perigon Wealth Management held 5,710 shares of iShares MSCI Global Sustainable Development Goals ETF worth $511K as of Q2 2026.
Perigon Wealth Management sold 130 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $11.6K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #890 holding.
Perigon Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q2 2024 and has held it in 9 quarters since.
Perigon Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $524K in Q3 2025.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.