Merriman Wealth Management’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 Q4	$409K	Buy	5,713 +109	+2%	+$8.5K	0.02%	149
2024 Q3	$475K	Buy	5,604 +214	+4%	+$16.9K	0.02%	148
2024 Q2	$405K	Sell	5,390 -35	-0.6%	-$2.73K	0.02%	150
2024 Q1	$427K	Buy	5,425 +422	+8%	+$32.7K	0.02%	146
2023 Q4	$405K	Buy	5,003 +42	+0.8%	+$3.17K	0.02%	141
2023 Q3	$370K	Hold	4,961	–	–	0.02%	133
2023 Q2	$392K	Sell	4,961 -1,021	-17%	-$81.1K	0.02%	153
2023 Q1	$474K	Buy	5,982 +2,811	+89%	+$224K	0.02%	137
2022 Q4	$250K	Sell	3,171 -2,854	-47%	-$217K	0.01%	180
2022 Q3	$427K	Buy	6,025 +169	+3%	+$13.4K	0.03%	107
2022 Q2	$468K	Buy	5,856 +1,275	+28%	+$105K	0.03%	104
2022 Q1	$391K	Buy	4,581 +2,029	+80%	+$175K	0.03%	143
2021 Q4	$232K	Hold	2,552	–	–	0.02%	194
2021 Q3	$245K	Sell	2,552 -77	-3%	-$7.57K	0.02%	181
2021 Q2	$261K	Buy	+2,629	New	+$256K	0.02%	193