Steward Partners Investment Advisory’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	$31.3K	Buy	413 +13	+3%	+$987	﹤0.01%	2712
2025 Q1	$29K	Sell	400 -100	-20%	-$7.24K	﹤0.01%	2651
2024 Q4	$35.8K	Hold	500	–	–	﹤0.01%	2516
2024 Q3	$42.4K	Hold	500	–	–	﹤0.01%	2314
2024 Q2	$37.5K	Hold	500	–	–	﹤0.01%	2241
2024 Q1	$39.4K	Buy	+500	New	+$39.4K	﹤0.01%	2221