Harvest Group 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
2023 Q1	$698K	Sell	8,812 -530	-6%	-$42.3K	0.43%	31
2022 Q4	$737K	Sell	9,342 -207	-2%	-$15.8K	0.48%	33
2022 Q3	$680K	Sell	9,549 -1,406	-13%	-$111K	0.45%	36
2022 Q2	$906K	Sell	10,955 -1,958	-15%	-$161K	0.56%	29
2022 Q1	$1.1M	Sell	12,913 -91,483	-88%	-$7.9M	0.63%	26
2021 Q4	$9.47M	Buy	104,396 +18,807	+22%	+$1.76M	5.32%	3
2021 Q3	$8.22M	Buy	85,589 +5,077	+6%	+$499K	4.83%	6
2021 Q2	$8M	Buy	80,512 +2,044	+3%	+$199K	4.77%	7
2021 Q1	$7.76M	Sell	78,468 -1,244	-2%	-$120K	4.87%	8
2020 Q4	$7.44M	Sell	79,712 -8,632	-10%	-$741K	4.44%	8
2020 Q3	$7.11M	Sell	88,344 -17,651	-17%	-$1.36M	4.93%	7
2020 Q2	$7.22M	Sell	105,995 -16,407	-13%	-$1.04M	6.04%	7
2020 Q1	$7.04M	Buy	122,402 +22,136	+22%	+$1.43M	7.09%	3
2019 Q4	$6.56M	Buy	+100,266	New	+$6.21M	5.73%	10