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Warren Street Wealth Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Warren Street Wealth 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
Q1 		$419K Buy
4,992
+299
+6% +$25.4K 0.11% 73
2025
Q4 		$395K Hold
4,693
– – 0.11% 67
2025
Q3 		$390K Buy
4,693
+622
+15% +$49.9K 0.12% 81
2025
Q2 		$309K Buy
4,071
+43
+1% +$3.17K 0.1% 90
2025
Q1 		$292K Hold
4,028
– – 0.11% 79
2024
Q4 		$288K Buy
4,028
+157
+4% +$12.2K 0.12% 78
2024
Q3 		$328K Sell
3,871
-597
-13% -$47K 0.14% 76
2024
Q2 		$335K Sell
4,468
-495
-10% -$38.5K 0.17% 73
2024
Q1 		$391K Sell
4,963
-163
-3% -$12.6K 0.19% 64
2023
Q4 		$415K Sell
5,126
-673
-12% -$50.8K 0.24% 57
2023
Q3 		$432K Sell
5,799
-1
-0% -$79 0.29% 49
2023
Q2 		$458K Buy
5,800
+38
+0.7% +$3.02K 0.3% 47
2023
Q1 		$456K Buy
5,762
+16
+0.3% +$1.28K 0.33% 43
2022
Q4 		$453K Sell
5,746
-147
-2% -$11.2K 0.36% 36
2022
Q3 		$418K Buy
5,893
+1,822
+45% +$144K 0.42% 32
2022
Q2 		$325K Buy
4,071
+217
+6% +$17.9K 0.31% 40
2022
Q1 		$329K Buy
+3,854
New +$333K 0.29% 39

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

Warren Street Wealth Advisors's SDG Position: Q1 2026 in Review

Warren Street Wealth Advisors increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 6.4% in Q1 2026, buying an estimated $25.4K and bringing the position to 4,992 shares worth $419K. The position accounts for 0.11% of the portfolio, ranked #73.

Warren Street Wealth Advisors first reported a position in SDG in Q1 2022 and has held it in 17 quarters since. The position peaked at $458K in Q2 2023. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Warren Street Wealth Advisors held 4,992 shares of iShares MSCI Global Sustainable Development Goals ETF worth $419K as of Q1 2026.
  • Warren Street Wealth Advisors bought 299 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $25.4K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.11% of Warren Street Wealth Advisors's portfolio in Q1 2026, its #73 holding.
  • Warren Street Wealth Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2022 and has held it in 17 quarters since.
  • Warren Street Wealth Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $458K in Q2 2023.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Warren Street Wealth Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.