AssetMark Inc’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.6K | Sell |
1,313
-82
| -6% | -$6.22K | ﹤0.01% | 1365 |
|
|
2025
Q1 | $101K | Sell |
1,395
-79
| -5% | -$5.72K | ﹤0.01% | 1276 |
|
|
2024
Q4 | $105K | Sell |
1,474
-91
| -6% | -$6.51K | ﹤0.01% | 1242 |
|
|
2024
Q3 | $133K | Sell |
1,565
-26
| -2% | -$2.21K | ﹤0.01% | 1103 |
|
|
2024
Q2 | $119K | Sell |
1,591
-2
| -0.1% | -$150 | ﹤0.01% | 1080 |
|
|
2024
Q1 | $125K | Sell |
1,593
-3,354
| -68% | -$264K | ﹤0.01% | 1029 |
|
|
2023
Q4 | $401K | Buy |
4,947
+3,347
| +209% | +$271K | ﹤0.01% | 823 |
|
|
2023
Q3 | $119K | Sell |
1,600
-120
| -7% | -$8.94K | ﹤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% | -$1.43K | ﹤0.01% | 856 |
|
|
2022
Q4 | $158K | Sell |
1,998
-64
| -3% | -$5.05K | ﹤0.01% | 857 |
|
|
2022
Q3 | $146K | Sell |
2,062
-183
| -8% | -$13K | ﹤0.01% | 803 |
|
|
2022
Q2 | $179K | Buy |
2,245
+689
| +44% | +$54.9K | ﹤0.01% | 755 |
|
|
2022
Q1 | $133K | Sell |
1,556
-401
| -20% | -$34.3K | ﹤0.01% | 763 |
|
|
2021
Q4 | $178K | Sell |
1,957
-1,732
| -47% | -$158K | ﹤0.01% | 722 |
|
|
2021
Q3 | $354K | Buy |
3,689
+600
| +19% | +$57.6K | ﹤0.01% | 496 |
|
|
2021
Q2 | $307K | Sell |
3,089
-86
| -3% | -$8.55K | ﹤0.01% | 526 |
|
|
2021
Q1 | $301K | Buy |
3,175
+236
| +8% | +$22.4K | ﹤0.01% | 505 |
|
|
2020
Q4 | $274K | Sell |
2,939
-65
| -2% | -$6.06K | ﹤0.01% | 506 |
|
|
2020
Q3 | $242K | Buy |
3,004
+529
| +21% | +$42.6K | ﹤0.01% | 494 |
|
|
2020
Q2 | $169K | Buy |
2,475
+4
| +0.2% | +$273 | ﹤0.01% | 517 |
|
|
2020
Q1 | $142K | Buy |
2,471
+83
| +3% | +$4.77K | ﹤0.01% | 536 |
|
|
2019
Q4 | $156K | Sell |
2,388
-88
| -4% | -$5.75K | ﹤0.01% | 566 |
|
|
2019
Q3 | $145K | Buy |
2,476
+813
| +49% | +$47.6K | ﹤0.01% | 550 |
|
|
2019
Q2 | $96K | Hold |
1,663
| – | – | ﹤0.01% | 612 |
|
|
2019
Q1 | $98K | Buy |
1,663
+250
| +18% | +$14.7K | ﹤0.01% | 580 |
|
|
2018
Q4 | $75K | Buy |
1,413
+272
| +24% | +$14.4K | ﹤0.01% | 617 |
|
|
2018
Q3 | $67K | Buy |
1,141
+281
| +33% | +$16.5K | ﹤0.01% | 682 |
|
|
2018
Q2 | $49K | Hold |
860
| – | – | ﹤0.01% | 730 |
|
|
2018
Q1 | $51K | Buy |
860
+602
| +233% | +$35.7K | ﹤0.01% | 727 |
|
|
2017
Q4 | $15K | Buy |
+258
| New | +$15K | ﹤0.01% | 1053 |
|