TLA
Tanglewood Legacy Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.1K | Hold |
950
| – | – | 0.03% | 152 |
|
|
2025
Q1 | $68.8K | Hold |
950
| – | – | 0.03% | 155 |
|
|
2024
Q4 | $68K | Hold |
950
| – | – | 0.03% | 152 |
|
|
2024
Q3 | $80.6K | Hold |
950
| – | – | 0.04% | 133 |
|
|
2024
Q2 | $71.3K | Sell |
950
-450
| -32% | -$33.8K | 0.03% | 137 |
|
|
2024
Q1 | $110K | Hold |
1,400
| – | – | 0.05% | 116 |
|
|
2023
Q4 | $113K | Hold |
1,400
| – | – | 0.06% | 109 |
|
|
2023
Q3 | $104K | Hold |
1,400
| – | – | 0.06% | 112 |
|
|
2023
Q2 | $111K | Hold |
1,400
| – | – | 0.06% | 109 |
|
|
2023
Q1 | $111K | Hold |
1,400
| – | – | 0.07% | 100 |
|
|
2022
Q4 | $110K | Buy |
+1,400
| New | +$110K | 0.08% | 86 |
|