Journey Strategic Wealth’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
2024
Q4
Sell
-2,734
Closed -$232K 544
2024
Q3
$232K Sell
2,734
-268
-9% -$22.7K 0.01% 419
2024
Q2
$225K Buy
3,002
+457
+18% +$34.3K 0.01% 333
2024
Q1
$200K Buy
+2,545
New +$200K 0.01% 290