Dynamic Advisor Solutions’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
2026 Q2	$472K	Sell	5,276 -1,098	-17%	-$98.2K	0.01%	701
2026 Q1	$535K	Sell	6,374 -3,937	-38%	-$334K	0.02%	634
2025 Q4	$868K	Sell	10,311 -14,320	-58%	-$1.21M	0.03%	496
2025 Q3	$2.05M	Sell	24,631 -1,981	-7%	-$159K	0.06%	314
2025 Q2	$2.02M	Sell	26,612 -4,865	-15%	-$358K	0.06%	303
2025 Q1	$2.28M	Sell	31,477 -20,184	-39%	-$1.48M	0.08%	258
2024 Q4	$3.7M	Buy	51,661 +2,164	+4%	+$169K	0.16%	147
2024 Q3	$4.2M	Sell	49,497 -622	-1%	-$49K	0.13%	192
2024 Q2	$3.76M	Sell	50,119 -5,600	-10%	-$436K	0.12%	202
2024 Q1	$4.39M	Buy	55,719 +3,470	+7%	+$269K	0.15%	182
2023 Q4	$4.15M	Buy	52,249 +4,479	+9%	+$338K	0.15%	182
2023 Q3	$3.56M	Buy	47,770 +7,023	+17%	+$553K	0.17%	166
2023 Q2	$3.22M	Buy	40,747 +3,202	+9%	+$254K	0.17%	163
2023 Q1	$2.97M	Buy	37,545 +924	+3%	+$73.7K	0.17%	159
2022 Q4	$2.89M	Buy	36,621 +408	+1%	+$31.1K	0.2%	130
2022 Q3	$2.57M	Buy	36,213 +9,229	+34%	+$731K	0.2%	128
2022 Q2	$2.15M	Buy	26,984 +1,691	+7%	+$139K	0.17%	143
2022 Q1	$2.16M	Buy	25,293 +6,884	+37%	+$595K	0.15%	155
2021 Q4	$1.67M	Buy	18,409 +6,038	+49%	+$565K	0.12%	186
2021 Q3	$1.19M	Buy	12,371 +2,733	+28%	+$269K	0.09%	253
2021 Q2	$958K	Buy	9,638 +5,034	+109%	+$490K	0.08%	286
2021 Q1	$437K	Buy	4,604 +1,396	+44%	+$135K	0.04%	413
2020 Q4	$299K	Buy	+3,208	New	+$275K	0.03%	490

Other funds holding SDG