Steward Partners Investment Advisory’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Steward Partners Investment Advisory’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	$33.6K	Hold	400	–	–	﹤0.01%	2986
2025 Q4	$33.7K	Hold	400	–	–	﹤0.01%	2889
2025 Q3	$33.3K	Sell	400 -13	-3%	-$1.04K	﹤0.01%	2816
2025 Q2	$31.3K	Buy	413 +13	+3%	+$957	﹤0.01%	2712
2025 Q1	$29K	Sell	400 -100	-20%	-$7.34K	﹤0.01%	2651
2024 Q4	$35.8K	Hold	500	–	–	﹤0.01%	2516
2024 Q3	$42.4K	Hold	500	–	–	﹤0.01%	2314
2024 Q2	$37.5K	Hold	500	–	–	﹤0.01%	2241
2024 Q1	$39.4K	Buy	+500	New	+$38.8K	﹤0.01%	2221

Other funds holding SDG

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 New York $777B AUM 61.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Steward Partners Investment Advisory's SDG Position: Q1 2026 in Review

Steward Partners Investment Advisory held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q1 2026 at 400 shares worth $33.6K. The position accounts for ﹤0.01% of the portfolio, ranked #2986.

Steward Partners Investment Advisory first reported a position in SDG in Q1 2024 and has held it in 9 quarters since. The position peaked at $42.4K in Q3 2024. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Steward Partners Investment Advisory held 400 shares of iShares MSCI Global Sustainable Development Goals ETF worth $33.6K as of Q1 2026.
Steward Partners Investment Advisory 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 Steward Partners Investment Advisory's portfolio in Q1 2026, its #2986 holding.
Steward Partners Investment Advisory first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2024 and has held it in 9 quarters since.
Steward Partners Investment Advisory's iShares MSCI Global Sustainable Development Goals ETF position peaked at $42.4K in Q3 2024.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.