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 |
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|
2025
Q1 | $472K | Buy |
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|
2024
Q4 | $380K | Sell |
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|
2024
Q3 | $577K | Sell |
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|
2024
Q2 | $519K | Sell |
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|
2024
Q1 | $676K | Buy |
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|
2023
Q4 | $688K | Buy |
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|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | $496K | Buy |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $311K | Buy |
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|
2022
Q2 | $346K | Buy |
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