PFG Investments’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

PFG Investments’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	$238K	Sell	2,664 -36	-1%	-$3.22K	0.01%	1083
2026 Q1	$227K	Hold	2,700	–	–	0.01%	1002
2025 Q4	$227K	Hold	2,700	–	–	0.01%	954
2025 Q3	$225K	Hold	2,700	–	–	0.01%	916
2025 Q2	$205K	Sell	2,700 -152	-5%	-$11.2K	0.01%	908
2025 Q1	$206K	Sell	2,852 -315	-10%	-$23.1K	0.01%	867
2024 Q4	$227K	Sell	3,167 -187	-6%	-$14.6K	0.01%	842
2024 Q3	$284K	Sell	3,354 -149	-4%	-$11.7K	0.02%	732
2024 Q2	$263K	Buy	3,503 +3	+0.1%	+$234	0.02%	707
2024 Q1	$275K	Buy	+3,500	New	+$271K	0.02%	776
2023 Q4	–	Sell	-3,400	Closed	-$253K	–	540
2023 Q3	$253K	Sell	3,400 -48	-1%	-$3.78K	0.05%	394
2023 Q2	$273K	Buy	3,448 +2	+0.1%	+$159	0.05%	389
2023 Q1	$273K	Buy	+3,446	New	+$275K	0.06%	365

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

PFG Investments's SDG Position: Q2 2026 in Review

PFG Investments reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 1.3% in Q2 2026, selling an estimated $3.22K and leaving 2,664 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #1083.

PFG Investments first reported a position in SDG in Q1 2023 and has held it in 13 quarters since. The position peaked at $284K in Q3 2024. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

PFG Investments held 2,664 shares of iShares MSCI Global Sustainable Development Goals ETF worth $238K as of Q2 2026.
PFG Investments sold 36 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $3.22K.
iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of PFG Investments's portfolio in Q2 2026, its #1083 holding.
PFG Investments first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2023 and has held it in 13 quarters since.
PFG Investments's iShares MSCI Global Sustainable Development Goals ETF position peaked at $284K in Q3 2024.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.