Cornerstone Advisory’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
2022
Q2
Sell
-2,597
Closed -$222K 215
2022
Q1
$222K Sell
2,597
-445
-15% -$38K 0.03% 206
2021
Q4
$276K Sell
3,042
-40
-1% -$3.63K 0.04% 216
2021
Q3
$296K Buy
3,082
+730
+31% +$70.1K 0.05% 188
2021
Q2
$234K Buy
+2,352
New +$234K 0.04% 199