TLA
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Tanglewood Legacy Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Tanglewood Legacy 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 		$85K Hold
950
– – 0.03% 142
2026
Q1 		$79.8K Hold
950
– – 0.03% 143
2025
Q4 		$80K Hold
950
– – 0.03% 142
2025
Q3 		$79K Hold
950
– – 0.03% 143
2025
Q2 		$72.1K Hold
950
– – 0.03% 152
2025
Q1 		$68.8K Hold
950
– – 0.03% 155
2024
Q4 		$68K Hold
950
– – 0.03% 152
2024
Q3 		$80.6K Hold
950
– – 0.04% 133
2024
Q2 		$71.3K Sell
950
-450
-32% -$35K 0.03% 137
2024
Q1 		$110K Hold
1,400
– – 0.05% 116
2023
Q4 		$113K Hold
1,400
– – 0.06% 109
2023
Q3 		$104K Hold
1,400
– – 0.06% 112
2023
Q2 		$111K Hold
1,400
– – 0.06% 109
2023
Q1 		$111K Hold
1,400
– – 0.07% 100
2022
Q4 		$110K Buy
+1,400
New +$107K 0.08% 86

Other funds holding SDG

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of America
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
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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Tanglewood Legacy Advisors's SDG Position: Q2 2026 in Review

Tanglewood Legacy Advisors held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 950 shares worth $85K. The position accounts for 0.03% of the portfolio, ranked #142.

Tanglewood Legacy Advisors first reported a position in SDG in Q4 2022 and has held it in 15 quarters since. The position peaked at $113K in Q4 2023. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Tanglewood Legacy Advisors held 950 shares of iShares MSCI Global Sustainable Development Goals ETF worth $85K as of Q2 2026.
  • Tanglewood Legacy Advisors left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.03% of Tanglewood Legacy Advisors's portfolio in Q2 2026, its #142 holding.
  • Tanglewood Legacy Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and has held it in 15 quarters since.
  • Tanglewood Legacy Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $113K in Q4 2023.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.