Carson Wealth (CWM LLC)’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.5M | Sell |
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|
2025
Q2 | $17.7M | Sell |
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|
2025
Q1 | $17M | Buy |
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|
2024
Q4 | $16.7M | Sell |
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|
2024
Q3 | $24.6M | Sell |
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|
2024
Q2 | $24.8M | Sell |
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|
2024
Q1 | $29.9M | Sell |
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|
2023
Q4 | $32.9M | Sell |
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|
2023
Q3 | $31.6M | Sell |
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|
2023
Q2 | $33.8M | Sell |
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|
2023
Q1 | $34.2M | Sell |
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|
2022
Q4 | $35.1M | Sell |
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|
2022
Q3 | $36.4M | Sell |
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|
2022
Q2 | $42.5M | Sell |
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|
2022
Q1 | $53.2M | Sell |
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|
2021
Q4 | $59.1M | Buy |
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|
2021
Q2 | $61.5M | Hold |
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|
2021
Q1 | $61.5M | Hold |
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|
2020
Q4 | $61.5M | Hold |
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|
2020
Q3 | $61.5M | Hold |
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|
2020
Q2 | $61.5M | Hold |
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|
2020
Q1 | $61.5M | Hold |
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|
2019
Q4 | $61.5M | Hold |
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|
2019
Q3 | $61.5M | Hold |
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|
2019
Q2 | $61.5M | Hold |
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|
2019
Q1 | $61.5M | Buy |
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|
2018
Q4 | $1.85M | Buy |
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|
2018
Q3 | $1.72M | Buy |
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|
2018
Q2 | $1.35M | Buy |
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|
2018
Q1 | $739K | Buy |
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|
2017
Q4 | $294K | Buy |
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|
2017
Q3 | $5K | Buy |
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