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

Perigon Wealth Management’s Portfolio SDG Stock Details SDG Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$490K	Sell
2025 Q4	$500K	Sell
2025 Q3	$524K	Sell
2025 Q2	$507K	Sell
2025 Q1	$501K	Sell
2024 Q4	$512K	Buy
2024 Q3	$474K	Buy
2024 Q2	$415K	Buy