UBS AM
SDG icon

UBS AM’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

UBS AM’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 		$10.4K Hold
116
– – ﹤0.01% 3266
2026
Q1 		$9.74K Buy
+116
New +$9.85K ﹤0.01% 3312

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

UBS AM's SDG Position: Q2 2026 in Review

UBS AM held its iShares MSCI Global Sustainable Development Goals ETF (SDG) position steady in Q2 2026 at 116 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3266.

UBS AM first reported a position in SDG in Q1 2026 and has held it in 2 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • UBS AM held 116 shares of iShares MSCI Global Sustainable Development Goals ETF worth $10.4K as of Q2 2026.
  • UBS AM left its iShares MSCI Global Sustainable Development Goals ETF share count unchanged in Q2 2026.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3266 holding.
  • UBS AM first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2026 and has held it in 2 quarters since.
  • 99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.