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 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

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 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 New York $777B AUM 61.18% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers's SDG Position: Q1 2026 in Review

Wealthfront Advisers reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 7.1% in Q1 2026, selling an estimated $16K and leaving 2,442 shares worth $205K. The position accounts for ﹤0.01% of the portfolio, ranked #1020.

Wealthfront Advisers first reported a position in SDG in Q4 2023 and has held it in 5 quarters since. The position peaked at $232K in Q1 2025. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

Wealthfront Advisers held 2,442 shares of iShares MSCI Global Sustainable Development Goals ETF worth $205K as of Q1 2026.
Wealthfront Advisers sold 188 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $16K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q1 2026, its #1020 holding.
Wealthfront Advisers first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2023 and has held it in 5 quarters since.
Wealthfront Advisers's iShares MSCI Global Sustainable Development Goals ETF position peaked at $232K in Q1 2025.
102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Wealthfront Advisers's 13F filing for Q1 2026, filed 5 May 2026.