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 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $1.57B AUM 20.41% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Raymond James Financial's SDG Position: Q1 2026 in Review

Raymond James Financial opened a new position in iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2026: 2,899 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #4778 among its holdings. This is a return to the name: Raymond James Financial previously reported a position in SDG as recently as Q2 2025.

Raymond James Financial first reported a position in SDG in Q4 2024 and has held it in 4 quarters since. The position peaked at $308K in Q4 2024. 103 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Raymond James Financial held 2,899 shares of iShares MSCI Global Sustainable Development Goals ETF worth $243K as of Q1 2026.
iShares MSCI Global Sustainable Development Goals ETF was a new Raymond James Financial position in Q1 2026.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4778 holding.
Raymond James Financial first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2024 and has held it in 4 quarters since.
Raymond James Financial's iShares MSCI Global Sustainable Development Goals ETF position peaked at $308K in Q4 2024.
103 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.