Ameritas Advisory Services’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 | $48.7K | Sell |
641
-3,467
| -84% | -$263K | ﹤0.01% | 1320 |
|
|
2025
Q1 | $297K | Hold |
4,108
| – | – | 0.01% | 706 |
|
|
2024
Q4 | $294K | Sell |
4,108
-2,327
| -36% | -$167K | 0.01% | 732 |
|
|
2024
Q3 | $546K | Sell |
6,435
-85
| -1% | -$7.21K | 0.02% | 525 |
|
|
2024
Q2 | $489K | Buy |
6,520
+509
| +8% | +$38.2K | 0.02% | 588 |
|
|
2024
Q1 | $473K | Buy |
6,011
+322
| +6% | +$25.3K | 0.02% | 566 |
|
|
2023
Q4 | $461K | Buy |
5,689
+41
| +0.7% | +$3.32K | 0.03% | 446 |
|
|
2023
Q3 | $421K | Buy |
+5,648
| New | +$421K | 0.02% | 545 |
|
|
2023
Q2 | – | Sell |
-5,835
| Closed | -$468K | – | 2180 |
|
|
2023
Q1 | $468K | Buy |
5,835
+145
| +3% | +$11.6K | 0.02% | 496 |
|
|
2022
Q4 | $449K | Sell |
5,690
-27
| -0.5% | -$2.13K | 0.02% | 571 |
|
|
2022
Q3 | $405K | Buy |
5,717
+305
| +6% | +$21.6K | 0.02% | 490 |
|
|
2022
Q2 | $432K | Buy |
5,412
+344
| +7% | +$27.5K | 0.03% | 497 |
|
|
2022
Q1 | $432K | Buy |
5,068
+381
| +8% | +$32.5K | 0.02% | 544 |
|
|
2021
Q4 | $425K | Buy |
+4,687
| New | +$425K | 0.02% | 540 |
|