Aspiriant LLC’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.39M	Sell	16,526 -2,453	-13%	-$208K	0.04%	138
2025 Q4	$1.6M	Buy	18,979 +8,799	+86%	+$742K	0.05%	129
2025 Q3	$847K	Hold	10,180	–	–	0.03%	159
2025 Q2	$772K	Sell	10,180 -21,497	-68%	-$1.58M	0.02%	166
2025 Q1	$2.29M	Sell	31,677 -17,120	-35%	-$1.26M	0.08%	88
2024 Q4	$3.49M	Buy	48,797 +23,053	+90%	+$1.8M	0.13%	68
2024 Q3	$2.18M	Buy	25,744 +3,198	+14%	+$252K	0.08%	91
2024 Q2	$1.69M	Sell	22,546 -759	-3%	-$59.1K	0.07%	99
2024 Q1	$1.83M	Sell	23,305 -12,000	-34%	-$930K	0.08%	99
2023 Q4	$2.86M	Buy	+35,305	New	+$2.66M	0.13%	75
2023 Q1	–	Sell	-10,171	Closed	-$803K	–	293
2022 Q4	$803K	Buy	10,171 +481	+5%	+$36.6K	0.04%	144
2022 Q3	$686K	Buy	+9,690	New	+$768K	0.03%	147
2022 Q1	–	Sell	-4,072	Closed	-$370K	–	298
2021 Q4	$370K	Buy	+4,072	New	+$381K	0.02%	207