Whelan Financial’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Whelan Financial’s Portfolio SDG Stock Details SDG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell
2024 Q3	$277K	Sell
2024 Q2	$251K	Sell
2024 Q1	$563K	Sell
2023 Q4	$622K	Sell
2023 Q3	$650K	Sell
2023 Q2	$770K	Hold
2023 Q1	$771K	Sell
2022 Q4	$909K	Buy
2022 Q3	$348K	Buy