Cherry Tree Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.2K | Hold |
148
| – | – | ﹤0.01% | 397 |
|
|
2025
Q1 | $10.7K | Hold |
148
| – | – | ﹤0.01% | 411 |
|
|
2024
Q4 | $10.6K | Hold |
148
| – | – | ﹤0.01% | 405 |
|
|
2024
Q3 | $12.5K | Hold |
148
| – | – | ﹤0.01% | 391 |
|
|
2024
Q2 | $11.1K | Sell |
148
-13
| -8% | -$976 | ﹤0.01% | 381 |
|
|
2024
Q1 | $12.7K | Hold |
161
| – | – | ﹤0.01% | 355 |
|
|
2023
Q4 | $13.1K | Hold |
161
| – | – | ﹤0.01% | 335 |
|
|
2023
Q3 | $12K | Hold |
161
| – | – | ﹤0.01% | 329 |
|
|
2023
Q2 | $12.7K | Buy |
+161
| New | +$12.7K | ﹤0.01% | 319 |
|