Plum Street Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Plum Street Advisors’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	$451K	Hold	5,040	–	–	0.14%	78
2026 Q1	$423K	Hold	5,040	–	–	0.15%	77
2025 Q4	$424K	Sell	5,040 -119	-2%	-$10K	0.15%	73
2025 Q3	$429K	Hold	5,159	–	–	0.17%	72
2025 Q2	$391K	Sell	5,159 -417	-7%	-$30.7K	0.17%	67
2025 Q1	$404K	Hold	5,576	–	–	0.19%	66
2024 Q4	$399K	Buy	5,576 +737	+15%	+$57.5K	0.2%	65
2024 Q3	$410K	Hold	4,839	–	–	0.21%	65
2024 Q2	$363K	Hold	4,839	–	–	0.21%	57
2024 Q1	$410K	Buy	4,839 +276	+6%	+$21.4K	0.21%	65
2023 Q4	$370K	Buy	+4,563	New	+$344K	0.25%	51

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

Plum Street Advisors's SDG Position: Q2 2026 in Review

Plum Street Advisors held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 5,040 shares worth $451K. The position accounts for 0.14% of the portfolio, ranked #78.

Plum Street Advisors first reported a position in SDG in Q4 2023 and has held it in 11 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Plum Street Advisors held 5,040 shares of iShares MSCI Global Sustainable Development Goals ETF worth $451K as of Q2 2026.
Plum Street Advisors left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF made up 0.14% of Plum Street Advisors's portfolio in Q2 2026, its #78 holding.
Plum Street Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2023 and has held it in 11 quarters since.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Plum Street Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.