Wealth Enhancement Advisory Services’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 | $1.82M | Sell |
23,519
-3,189
| -12% | -$247K | ﹤0.01% | 1399 |
|
|
2025
Q1 | $1.93M | Sell |
26,708
-76,335
| -74% | -$5.53M | ﹤0.01% | 1257 |
|
|
2024
Q4 | $7.37M | Buy |
103,043
+1,233
| +1% | +$88.2K | 0.01% | 660 |
|
|
2024
Q3 | $8.63M | Sell |
101,810
-3,074
| -3% | -$261K | 0.02% | 555 |
|
|
2024
Q2 | $7.87M | Buy |
104,884
+977
| +0.9% | +$73.3K | 0.02% | 555 |
|
|
2024
Q1 | $8.18M | Buy |
103,907
+11,553
| +13% | +$909K | 0.02% | 531 |
|
|
2023
Q4 | $7.49M | Sell |
92,354
-6,005
| -6% | -$487K | 0.02% | 495 |
|
|
2023
Q3 | $7.33M | Buy |
98,359
+55,447
| +129% | +$4.13M | 0.02% | 482 |
|
|
2023
Q2 | $3.39M | Buy |
42,912
+4,173
| +11% | +$330K | 0.04% | 155 |
|
|
2023
Q1 | $3.07M | Buy |
38,739
+10,028
| +35% | +$794K | 0.04% | 169 |
|
|
2022
Q4 | $2.36M | Buy |
28,711
+997
| +4% | +$82K | 0.03% | 160 |
|
|
2022
Q3 | $1.95M | Buy |
27,714
+6,024
| +28% | +$425K | 0.03% | 172 |
|
|
2022
Q2 | $1.75M | Buy |
21,690
+9,357
| +76% | +$756K | 0.02% | 210 |
|
|
2022
Q1 | $1.07M | Buy |
+12,333
| New | +$1.07M | 0.01% | 233 |
|