Aspiriant LLC’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 | $772K | Sell |
10,180
-21,497
| -68% | -$1.63M | 0.02% | 166 |
|
|
2025
Q1 | $2.29M | Sell |
31,677
-17,120
| -35% | -$1.24M | 0.08% | 88 |
|
|
2024
Q4 | $3.49M | Buy |
48,797
+23,053
| +90% | +$1.65M | 0.13% | 68 |
|
|
2024
Q3 | $2.18M | Buy |
25,744
+3,198
| +14% | +$271K | 0.08% | 91 |
|
|
2024
Q2 | $1.69M | Sell |
22,546
-759
| -3% | -$57K | 0.07% | 99 |
|
|
2024
Q1 | $1.83M | Sell |
23,305
-12,000
| -34% | -$945K | 0.08% | 99 |
|
|
2023
Q4 | $2.86M | Buy |
+35,305
| New | +$2.86M | 0.13% | 75 |
|
|
2023
Q1 | – | Sell |
-10,171
| Closed | -$803K | – | 293 |
|
|
2022
Q4 | $803K | Buy |
10,171
+481
| +5% | +$38K | 0.04% | 144 |
|
|
2022
Q3 | $686K | Buy |
+9,690
| New | +$686K | 0.03% | 147 |
|
|
2022
Q1 | – | Sell |
-4,072
| Closed | -$370K | – | 298 |
|
|
2021
Q4 | $370K | Buy |
+4,072
| New | +$370K | 0.02% | 207 |
|