South Shore Capital Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

South Shore Capital Advisors’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	$312K	Buy	+3,487	New	+$312K	0.21%	109

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

South Shore Capital Advisors's SDG Position: Q2 2026 in Review

South Shore Capital Advisors opened a new position in iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2026: 3,487 shares worth $312K. The stake represents 0.21% of the portfolio and ranks #109 among its holdings.

99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

South Shore Capital Advisors held 3,487 shares of iShares MSCI Global Sustainable Development Goals ETF worth $312K as of Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF was a new South Shore Capital Advisors position in Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF made up 0.21% of South Shore Capital Advisors's portfolio in Q2 2026, its #109 holding.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on South Shore Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.