Levy Wealth Management Group’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
2024 Q2	$412K	Sell	5,494 -2	-0%	-$156	0.11%	66
2024 Q1	$445K	Hold	5,496	–	–	0.13%	61
2023 Q4	$445K	Buy	5,496 +52	+1%	+$3.92K	0.13%	61
2023 Q3	$406K	Buy	5,444 +42	+0.8%	+$3.31K	0.13%	64
2023 Q2	$427K	Buy	5,402 +385	+8%	+$30.6K	0.13%	64
2023 Q1	$397K	Buy	5,017 +554	+12%	+$44.2K	0.12%	64
2022 Q4	$352K	Buy	4,463 +39	+0.9%	+$2.97K	0.12%	60
2022 Q3	$314K	Sell	4,424 -1,285	-23%	-$102K	0.14%	56
2022 Q2	$456K	Buy	5,709 +318	+6%	+$26.2K	0.21%	44
2022 Q1	$460K	Buy	5,391 +141	+3%	+$12.2K	0.19%	42
2021 Q4	$477K	Buy	5,250 +38	+0.7%	+$3.55K	0.22%	42
2021 Q3	$501K	Buy	5,212 +140	+3%	+$13.8K	0.28%	35
2021 Q2	$504K	Buy	5,072 +303	+6%	+$29.5K	0.29%	37
2021 Q1	$452K	Buy	4,769 +1,574	+49%	+$152K	0.3%	35
2020 Q4	$298K	Buy	+3,195	New	+$274K	0.21%	44