Tolleson Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Tolleson Wealth 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 Q2	$803K	Hold	8,980	–	–	0.11%	54
2026 Q1	$754K	Hold	8,980	–	–	0.11%	53
2025 Q4	$756K	Hold	8,980	–	–	0.11%	52
2025 Q3	$747K	Hold	8,980	–	–	0.12%	52
2025 Q2	$681K	Hold	8,980	–	–	0.12%	55
2025 Q1	$650K	Hold	8,980	–	–	0.13%	55
2024 Q4	$643K	Hold	8,980	–	–	0.13%	57
2024 Q3	$761K	Hold	8,980	–	–	0.15%	46
2024 Q2	$674K	Hold	8,980	–	–	0.13%	56
2024 Q1	$707K	Hold	8,980	–	–	0.14%	53
2023 Q4	$728K	Hold	8,980	–	–	0.15%	48
2023 Q3	$669K	Hold	8,980	–	–	0.16%	49
2023 Q2	$710K	Sell	8,980 -9,387	-51%	-$745K	0.17%	51
2023 Q1	$1.45M	Hold	18,367	–	–	0.38%	34
2022 Q4	$1.45M	Buy	+18,367	New	+$1.4M	0.39%	33

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

Tolleson Wealth Management's SDG Position: Q2 2026 in Review

Tolleson Wealth Management held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 8,980 shares worth $803K. The position accounts for 0.11% of the portfolio, ranked #54.

Tolleson Wealth Management first reported a position in SDG in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.45M in Q1 2023. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Tolleson Wealth Management held 8,980 shares of iShares MSCI Global Sustainable Development Goals ETF worth $803K as of Q2 2026.
Tolleson Wealth Management left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2026.
iShares MSCI Global Sustainable Development Goals ETF made up 0.11% of Tolleson Wealth Management's portfolio in Q2 2026, its #54 holding.
Tolleson Wealth Management first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2022 and has held it in 15 quarters since.
Tolleson Wealth Management's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.45M in Q1 2023.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Tolleson Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.