Congress Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $575K | Buy |
7,575
+1,051
| +16% | +$79.7K | 0.01% | 875 |
|
|
2025
Q1 | $472K | Buy |
6,524
+1,214
| +23% | +$87.9K | 0.01% | 830 |
|
|
2024
Q4 | $380K | Sell |
5,310
-1,495
| -22% | -$107K | 0.01% | 711 |
|
|
2024
Q3 | $577K | Sell |
6,805
-106
| -2% | -$8.99K | 0.01% | 613 |
|
|
2024
Q2 | $519K | Sell |
6,911
-1,672
| -19% | -$126K | 0.01% | 532 |
|
|
2024
Q1 | $676K | Buy |
8,583
+100
| +1% | +$7.87K | 0.01% | 417 |
|
|
2023
Q4 | $688K | Buy |
8,483
+810
| +11% | +$65.7K | 0.01% | 427 |
|
|
2023
Q3 | $572K | Buy |
7,673
+1,400
| +22% | +$104K | 0.01% | 443 |
|
|
2023
Q2 | $496K | Buy |
6,273
+396
| +7% | +$31.3K | 0.01% | 415 |
|
|
2023
Q1 | $465K | Buy |
5,877
+968
| +20% | +$76.7K | 0.01% | 425 |
|
|
2022
Q4 | $387K | Buy |
4,909
+516
| +12% | +$40.7K | 0.01% | 441 |
|
|
2022
Q3 | $311K | Buy |
4,393
+65
| +2% | +$4.6K | 0.01% | 467 |
|
|
2022
Q2 | $346K | Buy |
+4,328
| New | +$346K | 0.01% | 455 |
|