Annapolis Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $882K | Hold |
10,400
| – | – | 0.26% | 54 |
|
|
2024
Q2 | $781K | Hold |
10,400
| – | – | 0.25% | 57 |
|
|
2024
Q1 | $819K | Hold |
10,400
| – | – | 0.27% | 57 |
|
|
2023
Q4 | $843K | Sell |
10,400
-30
| -0.3% | -$2.43K | 0.21% | 73 |
|
|
2023
Q3 | $777K | Buy |
10,430
+30
| +0.3% | +$2.24K | 0.22% | 70 |
|
|
2023
Q2 | $822K | Hold |
10,400
| – | – | 0.23% | 68 |
|
|
2023
Q1 | $824K | Hold |
10,400
| – | – | 0.25% | 64 |
|
|
2022
Q4 | $821K | Hold |
10,400
| – | – | 0.27% | 61 |
|
|
2022
Q3 | $737K | Hold |
10,400
| – | – | 0.27% | 62 |
|
|
2022
Q2 | $831K | Hold |
10,400
| – | – | 0.3% | 57 |
|
|
2022
Q1 | $887K | Hold |
10,400
| – | – | 0.29% | 57 |
|
|
2021
Q4 | $944K | Hold |
10,400
| – | – | 0.29% | 59 |
|
|
2021
Q3 | $999K | Hold |
10,400
| – | – | 0.33% | 55 |
|
|
2021
Q2 | $1.03M | Hold |
10,400
| – | – | 0.35% | 51 |
|
|
2021
Q1 | $986K | Hold |
10,400
| – | – | 0.36% | 47 |
|
|
2020
Q4 | $971K | Buy |
+10,400
| New | +$971K | 0.38% | 46 |
|