Brio Consultants’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 | $552K | Buy |
7,278
+644
| +10% | +$48.9K | 0.08% | 85 |
|
|
2025
Q1 | $480K | Buy |
6,634
+412
| +7% | +$29.8K | 0.08% | 81 |
|
|
2024
Q4 | $445K | Buy |
6,222
+305
| +5% | +$21.8K | 0.07% | 84 |
|
|
2024
Q3 | $502K | Buy |
5,917
+425
| +8% | +$36K | 0.08% | 76 |
|
|
2024
Q2 | $412K | Buy |
5,492
+578
| +12% | +$43.4K | 0.07% | 77 |
|
|
2024
Q1 | $387K | Sell |
4,914
-24
| -0.5% | -$1.89K | 0.07% | 77 |
|
|
2023
Q4 | $400K | Sell |
4,938
-6
| -0.1% | -$486 | 0.07% | 75 |
|
|
2023
Q3 | $368K | Sell |
4,944
-1,401
| -22% | -$104K | 0.07% | 71 |
|
|
2023
Q2 | $502K | Buy |
6,345
+564
| +10% | +$44.6K | 0.09% | 68 |
|
|
2023
Q1 | $458K | Buy |
5,781
+464
| +9% | +$36.7K | 0.08% | 67 |
|
|
2022
Q4 | $420K | Buy |
5,317
+466
| +10% | +$36.8K | 0.08% | 67 |
|
|
2022
Q3 | $345K | Buy |
+4,851
| New | +$345K | 0.07% | 79 |
|