Congress Wealth Management’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
2025 Q2	$575K	Buy	7,575 +1,051	+16%	+$77.4K	0.01%	875
2025 Q1	$472K	Buy	6,524 +1,214	+23%	+$89.1K	0.01%	830
2024 Q4	$380K	Sell	5,310 -1,495	-22%	-$117K	0.01%	711
2024 Q3	$577K	Sell	6,805 -106	-2%	-$8.35K	0.01%	613
2024 Q2	$519K	Sell	6,911 -1,672	-19%	-$130K	0.01%	532
2024 Q1	$676K	Buy	8,583 +100	+1%	+$7.75K	0.01%	417
2023 Q4	$688K	Buy	8,483 +810	+11%	+$61.1K	0.01%	427
2023 Q3	$572K	Buy	7,673 +1,400	+22%	+$110K	0.01%	443
2023 Q2	$496K	Buy	6,273 +396	+7%	+$31.4K	0.01%	415
2023 Q1	$465K	Buy	5,877 +968	+20%	+$77.2K	0.01%	425
2022 Q4	$387K	Buy	4,909 +516	+12%	+$39.3K	0.01%	441
2022 Q3	$311K	Buy	4,393 +65	+2%	+$5.15K	0.01%	467
2022 Q2	$346K	Buy	+4,328	New	+$357K	0.01%	455