J.P. Morgan Private Wealth 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
2023
Q3
$1.23M Hold
16,449
﹤0.01% 908
2023
Q2
$1.3M Sell
16,449
-50
-0.3% -$3.95K 0.01% 691
2023
Q1
$1.31M Buy
16,499
+770
+5% +$61K ﹤0.01% 1042
2022
Q4
$1.24M Buy
15,729
+12,279
+356% +$969K ﹤0.01% 1042
2022
Q3
$245K Buy
+3,450
New +$245K ﹤0.01% 1738