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Strategic Wealth Partners’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Strategic Wealth Partners’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
-76
Closed -$6.4K – 1549
2025
Q4 		$6.4K Hold
76
– – ﹤0.01% 1007
2025
Q3 		$6.32K Buy
+76
New +$6.1K ﹤0.01% 999

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 $2.43B AUM 44.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
LPL Financial
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
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Strategic Wealth Partners's SDG Position: Q1 2026 in Review

Strategic Wealth Partners sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q1 2026, closing a stake of 76 shares — an estimated $6.4K sold.

Strategic Wealth Partners first reported a position in SDG in Q3 2025 and held it in 2 quarters. The position peaked at $6.4K in Q4 2025. 103 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Strategic Wealth Partners reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 76 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $6.4K.
  • Strategic Wealth Partners first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q3 2025 and held it in 2 quarters.
  • Strategic Wealth Partners's iShares MSCI Global Sustainable Development Goals ETF position peaked at $6.4K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.