Warren Street Wealth Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $390K | Buy |
|
|||||
|
2025
Q2 | $309K | Buy |
|
|||||
|
2025
Q1 | $292K | Hold |
|
|||||
|
2024
Q4 | $288K | Buy |
|
|||||
|
2024
Q3 | $328K | Sell |
|
|||||
|
2024
Q2 | $335K | Sell |
|
|||||
|
2024
Q1 | $391K | Sell |
|
|||||
|
2023
Q4 | $415K | Sell |
|
|||||
|
2023
Q3 | $432K | Sell |
|
|||||
|
2023
Q2 | $458K | Buy |
|
|||||
|
2023
Q1 | $456K | Buy |
|
|||||
|
2022
Q4 | $453K | Sell |
|
|||||
|
2022
Q3 | $418K | Buy |
|
|||||
|
2022
Q2 | $325K | Buy |
|
|||||
|
2022
Q1 | $329K | Buy |
|