Cetera Investment Advisers’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $612K | Buy |
8,069
+411
| +5% | +$31.2K | ﹤0.01% | 2799 |
|
2025
Q1 | $554K | Buy |
7,658
+605
| +9% | +$43.8K | ﹤0.01% | 2759 |
|
2024
Q4 | $505K | Sell |
7,053
-299
| -4% | -$21.4K | ﹤0.01% | 2675 |
|
2024
Q3 | $623K | Sell |
7,352
-98
| -1% | -$8.31K | ﹤0.01% | 2478 |
|
2024
Q2 | $559K | Sell |
7,450
-2,044
| -22% | -$153K | ﹤0.01% | 2499 |
|
2024
Q1 | $747K | Buy |
9,494
+6,959
| +275% | +$548K | ﹤0.01% | 2304 |
|
2023
Q4 | $205K | Buy |
+2,535
| New | +$205K | ﹤0.01% | 2026 |
|
2022
Q2 | – | Sell |
-2,339
| Closed | -$200K | – | 1922 |
|
2022
Q1 | $200K | Hold |
2,339
| – | – | ﹤0.01% | 1724 |
|
2021
Q4 | $212K | Buy |
2,339
+17
| +0.7% | +$1.54K | ﹤0.01% | 1703 |
|
2021
Q3 | $223K | Buy |
+2,322
| New | +$223K | ﹤0.01% | 1604 |
|