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

Wealthfront Advisers’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	–	Sell	-2,442	Closed	-$205K	–	1131
2026 Q1	$205K	Sell	2,442 -188	-7%	-$16K	﹤0.01%	1020
2025 Q4	$222K	Buy	+2,630	New	+$222K	﹤0.01%	991
2025 Q2	–	Sell	-3,200	Closed	-$232K	–	981
2025 Q1	$232K	Buy	+3,200	New	+$235K	﹤0.01%	884
2024 Q4	–	Sell	-2,462	Closed	-$209K	–	927
2024 Q3	$209K	Buy	+2,462	New	+$194K	﹤0.01%	875
2024 Q1	–	Sell	-2,489	Closed	-$202K	–	881
2023 Q4	$202K	Buy	+2,489	New	+$188K	﹤0.01%	841

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

Wealthfront Advisers's SDG Position: Q2 2026 in Review

Wealthfront Advisers sold out of iShares MSCI Global Sustainable Development Goals ETF (SDG) in Q2 2026, closing a stake of 2,442 shares — an estimated $205K sold.

Wealthfront Advisers first reported a position in SDG in Q4 2023 and held it in 5 quarters. The position peaked at $232K in Q1 2025. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Wealthfront Advisers reported no remaining iShares MSCI Global Sustainable Development Goals ETF position as of Q2 2026 after selling out during the quarter.
Wealthfront Advisers sold 2,442 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $205K.
Wealthfront Advisers first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2023 and held it in 5 quarters.
Wealthfront Advisers's iShares MSCI Global Sustainable Development Goals ETF position peaked at $232K in Q1 2025.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.