Vontobel Holding
SDG icon

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

Vontobel Holding’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
Q3 		$1.41M Buy
16,085
+7,820
+95% +$705K 0.01% 722
2026
Q2 		$739K Sell
8,265
-128
-2% -$11.4K ﹤0.01% 914
2026
Q1 		$705K Buy
8,393
+237
+3% +$20.1K ﹤0.01% 735
2025
Q4 		$687K Hold
8,156
– – ﹤0.01% 883
2025
Q3 		$679K Hold
8,156
– – ﹤0.01% 842
2025
Q2 		$619K Hold
8,156
– – ﹤0.01% 834
2025
Q1 		$590K Sell
8,156
-979
-11% -$71.9K ﹤0.01% 731
2024
Q4 		$654K Buy
9,135
+279
+3% +$21.8K ﹤0.01% 716
2024
Q3 		$751K Buy
8,856
+503
+6% +$39.6K ﹤0.01% 666
2024
Q2 		$627K Sell
8,353
-2,163
-21% -$168K ﹤0.01% 705
2024
Q1 		$828K Buy
10,516
+212
+2% +$16.4K 0.01% 636
2023
Q4 		$835K Sell
10,304
-62
-0.6% -$4.68K 0.01% 648
2023
Q3 		$772K Sell
10,366
-296
-3% -$23.3K 0.01% 641
2023
Q2 		$843K Buy
10,662
+862
+9% +$68.4K 0.01% 645
2023
Q1 		$776K Sell
9,800
-269
-3% -$21.5K 0.01% 657
2022
Q4 		$795K Sell
10,069
-167
-2% -$12.7K 0.01% 635
2022
Q3 		$725K Buy
+10,236
New +$811K 0.01% 618
2022
Q1 		– Sell
-13,315
Closed -$1.21M – 1126
2021
Q4 		$1.21M Hold
13,315
– – 0.01% 581
2021
Q3 		$1.28M Hold
13,315
– – 0.01% 560
2021
Q2 		$1.32M Hold
13,315
– – 0.01% 530
2021
Q1 		$1.26M Hold
13,315
– – 0.01% 482
2020
Q4 		$1.24M Buy
+13,315
New +$1.14M 0.01% 497

Other funds holding SDG

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Vontobel Holding's SDG Position: Q3 2026 in Review

Vontobel Holding increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 95% in Q3 2026, buying an estimated $705K and bringing the position to 16,085 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #722.

Vontobel Holding first reported a position in SDG in Q4 2020 and has held it in 22 quarters since. 62 funds tracked by Wall St. Rank hold SDG as of Q3 2026.

  • Vontobel Holding held 16,085 shares of iShares MSCI Global Sustainable Development Goals ETF worth $1.41M as of Q3 2026.
  • Vontobel Holding bought 7,820 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2026, an estimated $705K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.01% of Vontobel Holding's portfolio in Q3 2026, its #722 holding.
  • Vontobel Holding first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and has held it in 22 quarters since.
  • 62 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2026.

Based on Vontobel Holding's 13F filing for Q3 2026, filed 16 Oct 2026.