Plum Street Advisors’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 | $391K | Sell |
5,159
-417
| -7% | -$31.6K | 0.17% | 67 |
|
|
2025
Q1 | $404K | Hold |
5,576
| – | – | 0.19% | 66 |
|
|
2024
Q4 | $399K | Buy |
5,576
+737
| +15% | +$52.7K | 0.2% | 65 |
|
|
2024
Q3 | $410K | Hold |
4,839
| – | – | 0.21% | 65 |
|
|
2024
Q2 | $363K | Hold |
4,839
| – | – | 0.21% | 57 |
|
|
2024
Q1 | $410K | Buy |
4,839
+276
| +6% | +$23.4K | 0.21% | 65 |
|
|
2023
Q4 | $370K | Buy |
+4,563
| New | +$370K | 0.25% | 51 |
|