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Modera Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Modera Wealth Management’s Portfolio SDG Stock Details SDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$872K Buy
11,500
+2,300
+25% +$174K 0.01% 350
2025
Q1 		$666K Hold
9,200
– – 0.01% 374
2024
Q4 		$658K Buy
+9,200
New +$658K 0.01% 387