Arlington Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-2,581
| Closed | -$204K | – | 67 |
|
|
2022
Q4 | $204K | Buy |
+2,581
| New | +$204K | 0.09% | 62 |
|
|
2022
Q1 | – | Sell |
-19,014
| Closed | -$1.73M | – | 71 |
|
|
2021
Q4 | $1.73M | Sell |
19,014
-968
| -5% | -$87.9K | 0.58% | 39 |
|
|
2021
Q3 | $1.92M | Buy |
19,982
+1,770
| +10% | +$170K | 0.75% | 34 |
|
|
2021
Q2 | $1.81M | Buy |
18,212
+297
| +2% | +$29.5K | 0.69% | 34 |
|
|
2021
Q1 | $1.7M | Buy |
17,915
+2,600
| +17% | +$247K | 0.69% | 35 |
|
|
2020
Q4 | $1.43M | Buy |
15,315
+2,545
| +20% | +$238K | 0.6% | 35 |
|
|
2020
Q3 | $1.03M | Buy |
+12,770
| New | +$1.03M | 0.53% | 37 |
|