Centerpoint Advisors’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	$16K	Buy	195 +43	+28%	+$3.65K	0.01%	278
2025 Q4	$13K	Buy	152 +16	+12%	+$1.35K	﹤0.01%	309
2025 Q3	$11K	Buy	136 +24	+21%	+$1.93K	﹤0.01%	328
2025 Q2	$8K	Buy	112 +11	+11%	+$810	﹤0.01%	318
2025 Q1	$7K	Buy	101 +20	+25%	+$1.47K	﹤0.01%	336
2024 Q4	$6K	Buy	81 +34	+72%	+$2.65K	﹤0.01%	372
2024 Q3	$4K	Hold	47	–	–	﹤0.01%	409
2024 Q2	$4K	Buy	47 +4	+9%	+$311	﹤0.01%	391
2024 Q1	$3K	Buy	43 +10	+30%	+$775	﹤0.01%	386
2023 Q4	$3K	Buy	33 +19	+136%	+$1.43K	﹤0.01%	381
2023 Q3	$1K	Buy	14 +2	+17%	+$157	﹤0.01%	535
2023 Q2	$1K	Buy	12 +8	+200%	+$635	﹤0.01%	532
2023 Q1	$0	Buy	+4	New	+$319	﹤0.01%	641