Bond & Devick Financial Network’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	$267K	Buy	3,186 +15	+0.5%	+$1.27K	0.07%	159
2025 Q4	$267K	Buy	3,171 +18	+0.6%	+$1.52K	0.08%	154
2025 Q3	$262K	Hold	3,153	–	–	0.08%	150
2025 Q2	$239K	Hold	3,153	–	–	0.08%	149
2025 Q1	$228K	Sell	3,153 -5,413	-63%	-$397K	0.08%	147
2024 Q4	$726K	Hold	8,566	–	–	0.31%	60
2024 Q3	$726K	Sell	8,566 -1,466	-15%	-$115K	0.31%	60
2024 Q2	$753K	Sell	10,032 -2,740	-21%	-$213K	0.4%	49
2024 Q1	$1.01M	Sell	12,772 -1,378	-10%	-$107K	0.55%	34
2023 Q4	$1.15M	Sell	14,150 -57	-0.4%	-$4.3K	0.65%	23
2023 Q3	$1.06M	Buy	14,207 +432	+3%	+$34K	0.68%	24
2023 Q2	$1.09M	Sell	13,775 -19	-0.1%	-$1.51K	0.68%	23
2023 Q1	$1.09M	Buy	13,794 +157	+1%	+$12.5K	0.7%	24
2022 Q4	$1.08M	Buy	13,637 +3,883	+40%	+$296K	0.77%	26
2022 Q3	$691K	Buy	9,754 +1,344	+16%	+$106K	0.57%	43
2022 Q2	$672K	Buy	8,410 +510	+6%	+$42K	0.59%	44
2022 Q1	$674K	Buy	7,900 +1,217	+18%	+$105K	0.54%	45
2021 Q4	$607K	Buy	6,683 +807	+14%	+$75.5K	0.46%	53
2021 Q3	$564K	Hold	5,876	–	–	0.47%	50
2021 Q2	$584K	Buy	5,876 +187	+3%	+$18.2K	0.48%	50
2021 Q1	$540K	Sell	5,689 -100	-2%	-$9.65K	0.5%	48
2020 Q4	$540K	Buy	+5,789	New	+$497K	0.62%	46