Aspiriant LLC’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $847K | Hold |
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|
2025
Q2 | $772K | Sell |
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|
2025
Q1 | $2.29M | Sell |
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|
2024
Q4 | $3.49M | Buy |
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|
2024
Q3 | $2.18M | Buy |
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|
2024
Q2 | $1.69M | Sell |
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|
2024
Q1 | $1.83M | Sell |
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|
2023
Q4 | $2.86M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $803K | Buy |
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|
2022
Q3 | $686K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $370K | Buy |
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