Rossby Financial
SDG icon

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
Q3 		$15.3K Buy
+175
New +$15.8K ﹤0.01% 1345
2026
Q2 		– Sell
-175
Closed -$14.8K – 2318
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

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Regatta Capital Group
Regatta Capital Group El Segundo, California $791M AUM 15.21% 1-Year Est. Return
WC
Weil Company San Diego, California $580M AUM 14.7% 1-Year Est. Return

Rossby Financial's SDG Position: Q3 2026 in Review

Rossby Financial opened a new position in iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q3 2026: 175 shares worth $15.3K. The stake represents ﹤0.01% of the portfolio and ranks #1345 among its holdings. This is a return to the name: Rossby Financial previously reported a position in SDG as recently as Q1 2026.

Rossby Financial first reported a position in SDG in Q1 2025 and has held it in 6 quarters since. 48 funds tracked by Wall St. Rank hold SDG as of Q3 2026.

  • Rossby Financial held 175 shares of iShares MSCI Global Sustainable Development Goals ETF worth $15.3K as of Q3 2026.
  • iShares MSCI Global Sustainable Development Goals ETF was a new Rossby Financial position in Q3 2026.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Rossby Financial's portfolio in Q3 2026, its #1345 holding.
  • Rossby Financial first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2025 and has held it in 6 quarters since.
  • 48 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2026.

Based on Rossby Financial's 13F filing for Q3 2026, filed 5 Nov 2026.