Allworth Financial’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 | $371K | Hold |
4,887
| – | – | ﹤0.01% | 929 |
|
|
2025
Q1 | $352K | Hold |
4,887
| – | – | ﹤0.01% | 770 |
|
|
2024
Q4 | $348K | Sell |
4,887
-81
| -2% | -$5.76K | ﹤0.01% | 775 |
|
|
2024
Q3 | $421K | Sell |
4,968
-139
| -3% | -$11.8K | ﹤0.01% | 620 |
|
|
2024
Q2 | $394K | Hold |
5,107
| – | – | ﹤0.01% | 626 |
|
|
2024
Q1 | $402K | Hold |
5,107
| – | – | ﹤0.01% | 606 |
|
|
2023
Q4 | $414K | Sell |
5,107
-1,249
| -20% | -$101K | ﹤0.01% | 563 |
|
|
2023
Q3 | $474K | Buy |
+6,356
| New | +$474K | ﹤0.01% | 503 |
|