BerganKDV Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $161K | Hold |
2,032
| – | – | 0.02% | 246 |
|
|
2023
Q1 | $161K | Hold |
2,032
| – | – | 0.02% | 253 |
|
|
2022
Q4 | $160K | Hold |
2,032
| – | – | 0.02% | 252 |
|
|
2022
Q3 | $144K | Hold |
2,032
| – | – | 0.02% | 252 |
|
|
2022
Q2 | $162K | Hold |
2,032
| – | – | 0.02% | 254 |
|
|
2022
Q1 | $173K | Hold |
2,032
| – | – | 0.02% | 253 |
|
|
2021
Q4 | $184K | Hold |
2,032
| – | – | 0.02% | 270 |
|
|
2021
Q3 | $195K | Hold |
2,032
| – | – | 0.02% | 247 |
|
|
2021
Q2 | $202K | Hold |
2,032
| – | – | 0.02% | 243 |
|
|
2021
Q1 | $193K | Hold |
2,032
| – | – | 0.02% | 241 |
|
|
2020
Q4 | $190K | Hold |
2,032
| – | – | 0.03% | 224 |
|
|
2020
Q3 | $164K | Hold |
2,032
| – | – | 0.03% | 228 |
|
|
2020
Q2 | $138K | Buy |
+2,032
| New | +$138K | 0.02% | 249 |
|