AssetMark Inc’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q3 | $106K | Sell |
1,218
-17
| -1% | -$1.53K | ﹤0.01% | 1629 |
|
|
2026
Q2 | $110K | Buy |
1,235
+23
| +2% | +$2.06K | ﹤0.01% | 1597 |
|
|
2026
Q1 | $102K | Sell |
1,212
-50
| -4% | -$4.25K | ﹤0.01% | 1534 |
|
|
2025
Q4 | $106K | Sell |
1,262
-40
| -3% | -$3.37K | ﹤0.01% | 1481 |
|
|
2025
Q3 | $108K | Sell |
1,302
-11
| -0.8% | -$883 | ﹤0.01% | 1416 |
|
|
2025
Q2 | $100K | Sell |
1,313
-82
| -6% | -$6.04K | ﹤0.01% | 1365 |
|
|
2025
Q1 | $101K | Sell |
1,395
-79
| -5% | -$5.8K | ﹤0.01% | 1276 |
|
|
2024
Q4 | $105K | Sell |
1,474
-91
| -6% | -$7.1K | ﹤0.01% | 1242 |
|
|
2024
Q3 | $133K | Sell |
1,565
-26
| -2% | -$2.05K | ﹤0.01% | 1103 |
|
|
2024
Q2 | $119K | Sell |
1,591
-2
| -0.1% | -$156 | ﹤0.01% | 1080 |
|
|
2024
Q1 | $125K | Sell |
1,593
-3,354
| -68% | -$260K | ﹤0.01% | 1029 |
|
|
2023
Q4 | $401K | Buy |
4,947
+3,347
| +209% | +$253K | ﹤0.01% | 823 |
|
|
2023
Q3 | $119K | Sell |
1,600
-120
| -7% | -$9.45K | ﹤0.01% | 955 |
|
|
2023
Q2 | $136K | Sell |
1,720
-260
| -13% | -$20.6K | ﹤0.01% | 898 |
|
|
2023
Q1 | $157K | Sell |
1,980
-18
| -0.9% | -$1.44K | ﹤0.01% | 856 |
|
|
2022
Q4 | $158K | Sell |
1,998
-64
| -3% | -$4.88K | ﹤0.01% | 857 |
|
|
2022
Q3 | $146K | Sell |
2,062
-183
| -8% | -$14.5K | ﹤0.01% | 803 |
|
|
2022
Q2 | $179K | Buy |
2,245
+689
| +44% | +$56.8K | ﹤0.01% | 755 |
|
|
2022
Q1 | $133K | Sell |
1,556
-401
| -20% | -$34.6K | ﹤0.01% | 763 |
|
|
2021
Q4 | $178K | Sell |
1,957
-1,732
| -47% | -$162K | ﹤0.01% | 722 |
|
|
2021
Q3 | $354K | Buy |
3,689
+600
| +19% | +$59K | ﹤0.01% | 496 |
|
|
2021
Q2 | $307K | Sell |
3,089
-86
| -3% | -$8.38K | ﹤0.01% | 526 |
|
|
2021
Q1 | $301K | Buy |
3,175
+236
| +8% | +$22.8K | ﹤0.01% | 505 |
|
|
2020
Q4 | $274K | Sell |
2,939
-65
| -2% | -$5.58K | ﹤0.01% | 506 |
|
|
2020
Q3 | $242K | Buy |
3,004
+529
| +21% | +$40.7K | ﹤0.01% | 494 |
|
|
2020
Q2 | $169K | Buy |
2,475
+4
| +0.2% | +$254 | ﹤0.01% | 517 |
|
|
2020
Q1 | $142K | Buy |
2,471
+83
| +3% | +$5.36K | ﹤0.01% | 536 |
|
|
2019
Q4 | $156K | Sell |
2,388
-88
| -4% | -$5.45K | ﹤0.01% | 566 |
|
|
2019
Q3 | $145K | Buy |
2,476
+813
| +49% | +$46.9K | ﹤0.01% | 550 |
|
|
2019
Q2 | $96K | Hold |
1,663
| – | – | ﹤0.01% | 612 |
|
|
2019
Q1 | $98K | Buy |
1,663
+250
| +18% | +$14.3K | ﹤0.01% | 580 |
|
|
2018
Q4 | $75K | Buy |
1,413
+272
| +24% | +$14.9K | ﹤0.01% | 618 |
|
|
2018
Q3 | $67K | Buy |
1,141
+281
| +33% | +$16.3K | ﹤0.01% | 682 |
|
|
2018
Q2 | $49K | Hold |
860
| – | – | ﹤0.01% | 730 |
|
|
2018
Q1 | $51K | Buy |
860
+602
| +233% | +$36.1K | ﹤0.01% | 727 |
|
|
2017
Q4 | $15K | Buy |
+258
| New | +$15.1K | ﹤0.01% | 1053 |
|
Other funds holding SDG
WC
AssetMark Inc's SDG Position: Q3 2026 in Review
AssetMark Inc reduced its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 1.4% in Q3 2026, selling an estimated $1.53K and leaving 1,218 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #1629.
AssetMark Inc first reported a position in SDG in Q4 2017 and has held it in 36 quarters since. The position peaked at $401K in Q4 2023. 48 funds tracked by Wall St. Rank hold SDG as of Q3 2026.
- AssetMark Inc held 1,218 shares of iShares MSCI Global Sustainable Development Goals ETF worth $106K as of Q3 2026.
- AssetMark Inc sold 17 iShares MSCI Global Sustainable Development Goals ETF shares in Q3 2026, an estimated $1.53K.
- iShares MSCI Global Sustainable Development Goals ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #1629 holding.
- AssetMark Inc first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2017 and has held it in 36 quarters since.
- AssetMark Inc's iShares MSCI Global Sustainable Development Goals ETF position peaked at $401K in Q4 2023.
- 48 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2026.
Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.