Perigon Wealth Management’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
2025
Q2
$507K Sell
6,682
-242
-3% -$18.4K 0.01% 670
2025
Q1
$501K Sell
6,924
-283
-4% -$20.5K 0.01% 639
2024
Q4
$512K Buy
7,207
+1,619
+29% +$115K 0.01% 634
2024
Q3
$474K Buy
5,588
+60
+1% +$5.09K 0.01% 631
2024
Q2
$415K Buy
+5,528
New +$415K 0.01% 590