Highland Financial Advisors’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 | – | Sell |
-3,333
| Closed | -$241K | – | 56 |
|
|
2025
Q1 | $241K | Buy |
3,333
+287
| +9% | +$20.8K | 0.09% | 52 |
|
|
2024
Q4 | $218K | Buy |
3,046
+195
| +7% | +$14K | 0.08% | 55 |
|
|
2024
Q3 | $242K | Buy |
+2,851
| New | +$242K | 0.09% | 50 |
|
|
2022
Q3 | – | Sell |
-2,723
| Closed | -$218K | – | 56 |
|
|
2022
Q2 | $218K | Buy |
+2,723
| New | +$218K | 0.15% | 47 |
|