AE Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$31K Buy
408
+7
+2% +$531 ﹤0.01% 1682
2025
Q1
$29K Buy
401
+21
+6% +$1.52K ﹤0.01% 1665
2024
Q4
$27.2K Buy
+380
New +$27.2K ﹤0.01% 1661