Signature Estate & Investment 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
Q1
Sell
-3,096
Closed -$222K 576
2024
Q4
$222K Sell
3,096
-115
-4% -$8.23K 0.01% 488
2024
Q3
$272K Sell
3,211
-1,032
-24% -$87.5K 0.01% 423
2024
Q2
$318K Buy
+4,243
New +$318K 0.01% 379