Cambridge Investment Research Advisors’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 | $299K | Sell |
3,948
-476
| -11% | -$36.1K | ﹤0.01% | 2979 |
|
|
2025
Q1 | $320K | Sell |
4,424
-614
| -12% | -$44.4K | ﹤0.01% | 2807 |
|
|
2024
Q4 | $361K | Sell |
5,038
-614
| -11% | -$44K | ﹤0.01% | 2686 |
|
|
2024
Q3 | $479K | Buy |
5,652
+365
| +7% | +$30.9K | ﹤0.01% | 2451 |
|
|
2024
Q2 | $397K | Sell |
5,287
-237
| -4% | -$17.8K | ﹤0.01% | 2479 |
|
|
2024
Q1 | $435K | Sell |
5,524
-46
| -0.8% | -$3.62K | ﹤0.01% | 2387 |
|
|
2023
Q4 | $451K | Buy |
5,570
+369
| +7% | +$29.9K | ﹤0.01% | 2267 |
|
|
2023
Q3 | $388K | Buy |
5,201
+1,227
| +31% | +$91.5K | ﹤0.01% | 2294 |
|
|
2023
Q2 | $314K | Buy |
3,974
+79
| +2% | +$6.24K | ﹤0.01% | 2488 |
|
|
2023
Q1 | $308K | Sell |
3,895
-462
| -11% | -$36.5K | ﹤0.01% | 2470 |
|
|
2022
Q4 | $344K | Buy |
4,357
+522
| +14% | +$41.2K | ﹤0.01% | 2319 |
|
|
2022
Q3 | $272K | Sell |
3,835
-445
| -10% | -$31.6K | ﹤0.01% | 2450 |
|
|
2022
Q2 | $342K | Sell |
4,280
-1,087
| -20% | -$86.9K | ﹤0.01% | 2268 |
|
|
2022
Q1 | $458K | Sell |
5,367
-88
| -2% | -$7.51K | ﹤0.01% | 2184 |
|
|
2021
Q4 | $495K | Buy |
5,455
+459
| +9% | +$41.7K | ﹤0.01% | 2113 |
|
|
2021
Q3 | $480K | Buy |
4,996
+343
| +7% | +$33K | ﹤0.01% | 2089 |
|
|
2021
Q2 | $462K | Sell |
4,653
-190
| -4% | -$18.9K | ﹤0.01% | 2118 |
|
|
2021
Q1 | $459K | Buy |
4,843
+1,389
| +40% | +$132K | ﹤0.01% | 1958 |
|
|
2020
Q4 | $322K | Buy |
3,454
+209
| +6% | +$19.5K | ﹤0.01% | 2073 |
|
|
2020
Q3 | $261K | Sell |
3,245
-667
| -17% | -$53.6K | ﹤0.01% | 2045 |
|
|
2020
Q2 | $267K | Buy |
3,912
+391
| +11% | +$26.7K | ﹤0.01% | 1970 |
|
|
2020
Q1 | $202K | Buy |
3,521
+323
| +10% | +$18.5K | ﹤0.01% | 1927 |
|
|
2019
Q4 | $209K | Buy |
+3,198
| New | +$209K | ﹤0.01% | 2177 |
|