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

Wells Fargo’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	$82.9K	Buy	927 +79	+9%	+$7.06K	﹤0.01%	5590
2026 Q1	$71.2K	Buy	848 +598	+239%	+$50.8K	﹤0.01%	5290
2025 Q4	$21.1K	Buy	+250	New	+$21.1K	﹤0.01%	5774
2025 Q3	–	Hold	0	–	–	–	6632
2025 Q2	–	Hold	0	–	–	–	6736
2025 Q1	–	Hold	0	–	–	–	6616
2024 Q4	–	Hold	0	–	–	–	6655
2024 Q3	–	Hold	0	–	–	–	6480
2024 Q2	–	Sell	-470	Closed	-$36.6K	–	6463
2024 Q1	$37K	Buy	+470	New	+$36.4K	﹤0.01%	5369
2023 Q3	–	Sell	-20	Closed	-$1.58K	–	7672
2023 Q2	$1.58K	Hold	20	–	–	﹤0.01%	6251
2023 Q1	$1.58K	Hold	20	–	–	﹤0.01%	6266
2022 Q4	$1.58K	Buy	+20	New	+$1.52K	﹤0.01%	6064
2022 Q2	–	Sell	-220	Closed	-$19K	–	7394
2022 Q1	$19K	Buy	+220	New	+$19K	﹤0.01%	6035

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

Wells Fargo's SDG Position: Q2 2026 in Review

Wells Fargo increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 9.3% in Q2 2026, buying an estimated $7.06K and bringing the position to 927 shares worth $82.9K. The position accounts for ﹤0.01% of the portfolio, ranked #5590.

Wells Fargo first reported a position in SDG in Q1 2022 and has held it in 8 quarters since. 99 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

Wells Fargo held 927 shares of iShares MSCI Global Sustainable Development Goals ETF worth $82.9K as of Q2 2026.
Wells Fargo bought 79 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $7.06K.
iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of Wells Fargo's portfolio in Q2 2026, its #5590 holding.
Wells Fargo first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q1 2022 and has held it in 8 quarters since.
99 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

Based on Wells Fargo's 13F filing for Q2 2026, filed 14 Aug 2026.