Raymond James Financial’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Raymond James Financial’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	–	Sell	-2,899	Closed	-$243K	–	5557
2026 Q1	$243K	Buy	+2,899	New	+$246K	﹤0.01%	4778
2025 Q3	–	Sell	-2,527	Closed	-$192K	–	6440
2025 Q2	$192K	Sell	2,527 -642	-20%	-$47.3K	﹤0.01%	4536
2025 Q1	$229K	Sell	3,169 -1,135	-26%	-$83.3K	﹤0.01%	4345
2024 Q4	$308K	Buy	+4,304	New	+$336K	﹤0.01%	4167

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 20.4% 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

Raymond James Financial's SDG Position: Q2 2026 in Review

Raymond James Financial sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2026, closing a stake of 2,899 shares — an estimated $243K sold.

Raymond James Financial first reported a position in SDG in Q4 2024 and held it in 4 quarters. The position peaked at $308K in Q4 2024. 100 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Raymond James Financial reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2026 after selling out during the quarter.
Raymond James Financial sold 2,899 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $243K.
Raymond James Financial first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2024 and held it in 4 quarters.
Raymond James Financial's iShares MSCI Global Sustainable Development Goals ETF position peaked at $308K in Q4 2024.
100 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.