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 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

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

Rossby Financial's SDG Position: Q2 2026 in Review

Rossby Financial sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2026, closing a stake of 175 shares — an estimated $14.8K sold.

Rossby Financial first reported a position in SDG in Q1 2025 and held it in 5 quarters. The position peaked at $14.8K in Q1 2026. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Rossby Financial reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2026 after selling out during the quarter.
Rossby Financial sold 175 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $14.8K.
Rossby Financial first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2025 and held it in 5 quarters.
Rossby Financial's iShares MSCI Global Sustainable Development Goals ETF position peaked at $14.8K in Q1 2026.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.