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Smartleaf Asset Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Smartleaf Asset Management’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 		– Sell
-446
Closed -$37.8K – 3631
2025
Q4 		$37.8K Buy
+446
New +$37.6K ﹤0.01% 1688

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

Smartleaf Asset Management's SDG Position: Q1 2026 in Review

Smartleaf Asset Management sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2026, closing a stake of 446 shares — an estimated $37.8K sold.

Smartleaf Asset Management first reported a position in SDG in Q4 2025 and held it in 1 quarter. The position peaked at $37.8K in Q4 2025. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Smartleaf Asset Management reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2026 after selling out during the quarter.
  • Smartleaf Asset Management sold 446 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $37.8K.
  • Smartleaf Asset Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2025 and held it in 1 quarter.
  • Smartleaf Asset Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $37.8K in Q4 2025.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.