Baltimore-Washington Financial Advisors’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
2023
Q3
Sell
-56,951
Closed -$4.5M 152
2023
Q2
$4.5M Buy
56,951
+38,214
+204% +$3.02M 0.36% 77
2023
Q1
$1.48M Buy
18,737
+7,939
+74% +$629K 0.13% 93
2022
Q4
$852K Buy
10,798
+5,933
+122% +$468K 0.08% 99
2022
Q3
$344K Buy
+4,865
New +$344K 0.03% 116