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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.6K | Sell |
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|
2025
Q1 | $101K | Sell |
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|
2024
Q4 | $105K | Sell |
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|
2024
Q3 | $133K | Sell |
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|
2024
Q2 | $119K | Sell |
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|
2024
Q1 | $125K | Sell |
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|
2023
Q4 | $401K | Buy |
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|
2023
Q3 | $119K | Sell |
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|
2023
Q2 | $136K | Sell |
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|
2023
Q1 | $157K | Sell |
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|
2022
Q4 | $158K | Sell |
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|
2022
Q3 | $146K | Sell |
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|
2022
Q2 | $179K | Buy |
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|
2022
Q1 | $133K | Sell |
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|
2021
Q4 | $178K | Sell |
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|
2021
Q3 | $354K | Buy |
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|
2021
Q2 | $307K | Sell |
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|
2021
Q1 | $301K | Buy |
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|
2020
Q4 | $274K | Sell |
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|
2020
Q3 | $242K | Buy |
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|
2020
Q2 | $169K | Buy |
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|
2020
Q1 | $142K | Buy |
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|
2019
Q4 | $156K | Sell |
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|
2019
Q3 | $145K | Buy |
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|
2019
Q2 | $96K | Hold |
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|
2019
Q1 | $98K | Buy |
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|
2018
Q4 | $75K | Buy |
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|
2018
Q3 | $67K | Buy |
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|
2018
Q2 | $49K | Hold |
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|
2018
Q1 | $51K | Buy |
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|
2017
Q4 | $15K | Buy |
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