SFS
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Sowell Financial Services’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Sowell Financial Services’s Portfolio SDG Stock Details SDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-248
Closed -$24K – 2321
2021
Q1 		$24K Sell
248
-300
-55% -$28.9K ﹤0.01% 1982
2020
Q4 		$51K Hold
548
– – ﹤0.01% 1394
2020
Q3 		$44K Hold
548
– – ﹤0.01% 1263
2020
Q2 		$37K Hold
548
– – ﹤0.01% 1267
2020
Q1 		$31K Hold
548
– – ﹤0.01% 1236
2019
Q4 		$36K Hold
548
– – ﹤0.01% 1260
2019
Q3 		$32K Buy
+548
New +$31.6K ﹤0.01% 1126

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