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
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 		$1.27M 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

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 $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vontobel Holding's SDG Position: Q1 2026 in Review

Vontobel Holding increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 2.9% in Q1 2026, buying an estimated $20.1K and bringing the position to 8,393 shares worth $705K. The position accounts for ﹤0.01% of the portfolio, ranked #735.

Vontobel Holding first reported a position in SDG in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.32M in Q2 2021. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Vontobel Holding held 8,393 shares of iShares MSCI Global Sustainable Development Goals ETF worth $705K as of Q1 2026.
  • Vontobel Holding bought 237 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $20.1K.
  • iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Vontobel Holding's portfolio in Q1 2026, its #735 holding.
  • Vontobel Holding first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2020 and has held it in 20 quarters since.
  • Vontobel Holding's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.32M in Q2 2021.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Vontobel Holding's 13F filing for Q1 2026, filed 8 May 2026.