Question 1

How many shares of SDG does Focus Partners Wealth own?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth holds 12,857 shares of SDG (ISHARES TR).

Question 2

What is Focus Partners Wealth's SDG position worth?

Accepted Answer

As of 2026-Q2, Focus Partners Wealth's SDG position is worth $1.1M.

Question 3

When did Focus Partners Wealth first buy SDG?

Accepted Answer

Based on available 13F filings, Focus Partners Wealth first reported a position in SDG in 2025-Q1. They have held the position across 6 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	12,857	0.0%	$1.1M	0.0%	$89.43	0
2026-Q1	Unchanged	12,857	0.0%	$1.1M	0.0%	$83.65	0
2025-Q4	Unchanged	12,857	0.0%	$1.1M	0.0%	$84.72	0
2025-Q3	Decreased	12,857	-1.5%	$1.1M	0.0%	$81.69	0
2025-Q2	Increased	13,054	+78.9%	$990,272	0.0%	$74.51	38
2025-Q1	New	7,298	-	$528,303	0.0%	$71.33	33

SDG6 quarters

SDG
6 quarters