EWS
Evergreen Wealth Solutions’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Sell |
7,425
-25
| -0.3% | -$1.9K | 0.34% | 55 |
|
|
2025
Q1 | $539K | Buy |
7,450
+40
| +0.5% | +$2.9K | 0.36% | 50 |
|
|
2024
Q4 | $530K | Sell |
7,410
-710
| -9% | -$50.8K | 0.37% | 51 |
|
|
2024
Q3 | $688K | Buy |
8,120
+440
| +6% | +$37.3K | 0.47% | 38 |
|
|
2024
Q2 | $577K | Buy |
7,680
+460
| +6% | +$34.5K | 0.41% | 50 |
|
|
2024
Q1 | $568K | Buy |
7,220
+70
| +1% | +$5.51K | 0.42% | 54 |
|
|
2023
Q4 | $580K | Buy |
7,150
+89
| +1% | +$7.21K | 0.5% | 49 |
|
|
2023
Q3 | $526K | Buy |
7,061
+65
| +0.9% | +$4.84K | 0.53% | 54 |
|
|
2023
Q2 | $553K | Buy |
6,996
+943
| +16% | +$74.5K | 0.56% | 57 |
|
|
2023
Q1 | $479K | Sell |
6,053
-380
| -6% | -$30.1K | 0.55% | 60 |
|
|
2022
Q4 | $508K | Buy |
6,433
+721
| +13% | +$56.9K | 0.67% | 45 |
|
|
2022
Q3 | $405K | Sell |
5,712
-2,810
| -33% | -$199K | 0.57% | 57 |
|
|
2022
Q2 | $681K | Buy |
8,522
+2,457
| +41% | +$196K | 0.84% | 39 |
|
|
2022
Q1 | $517K | Buy |
6,065
+674
| +13% | +$57.5K | 0.5% | 45 |
|
|
2021
Q4 | $489K | Buy |
+5,391
| New | +$489K | 0.44% | 50 |
|