Warren Street Wealth 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
Q2 | $309K | Buy |
4,071
+43
| +1% | +$3.26K | 0.1% | 88 |
|
|
2025
Q1 | $292K | Hold |
4,028
| – | – | 0.11% | 78 |
|
|
2024
Q4 | $288K | Buy |
4,028
+157
| +4% | +$11.2K | 0.12% | 77 |
|
|
2024
Q3 | $328K | Sell |
3,871
-597
| -13% | -$50.6K | 0.14% | 75 |
|
|
2024
Q2 | $335K | Sell |
4,468
-495
| -10% | -$37.2K | 0.17% | 72 |
|
|
2024
Q1 | $391K | Sell |
4,963
-163
| -3% | -$12.8K | 0.19% | 64 |
|
|
2023
Q4 | $415K | Sell |
5,126
-673
| -12% | -$54.5K | 0.24% | 57 |
|
|
2023
Q3 | $432K | Sell |
5,799
-1
| -0% | -$75 | 0.29% | 49 |
|
|
2023
Q2 | $458K | Buy |
5,800
+38
| +0.7% | +$3K | 0.3% | 47 |
|
|
2023
Q1 | $456K | Buy |
5,762
+16
| +0.3% | +$1.27K | 0.33% | 43 |
|
|
2022
Q4 | $453K | Sell |
5,746
-147
| -2% | -$11.6K | 0.36% | 36 |
|
|
2022
Q3 | $418K | Buy |
5,893
+1,822
| +45% | +$129K | 0.42% | 32 |
|
|
2022
Q2 | $325K | Buy |
4,071
+217
| +6% | +$17.3K | 0.31% | 40 |
|
|
2022
Q1 | $329K | Buy |
+3,854
| New | +$329K | 0.29% | 39 |
|