Jones Financial Companies’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
Q1
$208K Buy
2,550
+583
+30% +$49.5K ﹤0.01% 2393
2025
Q4
$166K Buy
1,967
+1,025
+109% +$86.5K ﹤0.01% 1994
2025
Q3
$77.2K Sell
942
-4
-0.4% -$321 ﹤0.01% 2185
2025
Q2
$71.2K Buy
946
+511
+117% +$37.6K ﹤0.01% 2080
2025
Q1
$31.7K Buy
435
+124
+40% +$9.1K ﹤0.01% 2237
2024
Q4
$22.3K Sell
311
-86
-22% -$6.71K ﹤0.01% 2213
2024
Q3
$33.8K Buy
397
+372
+1,488% +$29.3K ﹤0.01% 1780
2024
Q2
$1.88K Buy
+25
New +$1.95K ﹤0.01% 2170

Other funds holding SDG