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

Rossby 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 		$14.8K Hold
175
– – ﹤0.01% 1118
2025
Q4 		$14.7K Hold
175
– – ﹤0.01% 807
2025
Q3 		$14.7K Hold
175
– – ﹤0.01% 778
2025
Q2 		$13.3K Hold
175
– – ﹤0.01% 730
2025
Q1 		$12.6K Buy
+175
New +$12.8K 0.01% 684

Other funds holding SDG

Carson Wealth (CWM LLC)
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rossby Financial's SDG Position: Q1 2026 in Review

Rossby Financial held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q1 2026 at 175 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1118.

Rossby Financial first reported a position in SDG in Q1 2025 and has held it in 5 quarters since. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Rossby Financial held 175 shares of iShares MSCI Global Sustainable Development Goals ETF worth $14.8K as of Q1 2026.
  • Rossby Financial left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q1 2026.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Rossby Financial's portfolio in Q1 2026, its #1118 holding.
  • Rossby Financial first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2025 and has held it in 5 quarters since.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.