MWA
MFA Wealth Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-943
| Closed | -$80K | – | 333 |
|
|
2024
Q3 | $80K | Hold |
943
| – | – | 0.02% | 150 |
|
|
2024
Q2 | $70.8K | Buy |
+943
| New | +$70.8K | 0.02% | 158 |
|
|
2023
Q2 | – | Sell |
-7,260
| Closed | -$575K | – | 83 |
|
|
2023
Q1 | $575K | Hold |
7,260
| – | – | 0.19% | 50 |
|
|
2022
Q4 | $573K | Buy |
7,260
+16
| +0.2% | +$1.26K | 0.21% | 43 |
|
|
2022
Q3 | $513K | Hold |
7,244
| – | – | 0.19% | 42 |
|
|
2022
Q2 | $579K | Hold |
7,244
| – | – | 0.21% | 43 |
|
|
2022
Q1 | $618K | Hold |
7,244
| – | – | 0.2% | 49 |
|
|
2021
Q4 | $657K | Hold |
7,244
| – | – | 0.28% | 43 |
|
|
2021
Q3 | $696K | Hold |
7,244
| – | – | 0.32% | 41 |
|
|
2021
Q2 | $720K | Hold |
7,244
| – | – | 0.33% | 39 |
|
|
2021
Q1 | $687K | Hold |
7,244
| – | – | 0.33% | 39 |
|
|
2020
Q4 | $676K | Buy |
+7,244
| New | +$676K | 0.6% | 25 |
|