Capital Analysts LLC’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 | $20K | Hold |
259
| – | – | ﹤0.01% | 1021 |
|
|
2025
Q1 | $19K | Hold |
259
| – | – | ﹤0.01% | 1015 |
|
|
2024
Q4 | $19K | Sell |
259
-257
| -50% | -$18.9K | ﹤0.01% | 960 |
|
|
2024
Q3 | $44K | Hold |
516
| – | – | ﹤0.01% | 758 |
|
|
2024
Q2 | $39K | Hold |
516
| – | – | ﹤0.01% | 757 |
|
|
2024
Q1 | $41K | Hold |
516
| – | – | ﹤0.01% | 706 |
|
|
2023
Q4 | $42K | Buy |
516
+118
| +30% | +$9.61K | ﹤0.01% | 694 |
|
|
2023
Q3 | $30K | Buy |
+398
| New | +$30K | ﹤0.01% | 714 |
|