Claro Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $438K | Sell |
5,771
-714
| -11% | -$54.2K | 0.07% | 226 |
|
|
2025
Q1 | $469K | Sell |
6,485
-1,218
| -16% | -$88.2K | 0.06% | 280 |
|
|
2024
Q4 | $551K | Sell |
7,703
-651
| -8% | -$46.6K | 0.07% | 236 |
|
|
2024
Q3 | $708K | Sell |
8,354
-415
| -5% | -$35.2K | 0.09% | 212 |
|
|
2024
Q2 | $658K | Sell |
8,769
-2,163
| -20% | -$162K | 0.1% | 202 |
|
|
2024
Q1 | $860K | Sell |
10,932
-82
| -0.7% | -$6.45K | 0.15% | 157 |
|
|
2023
Q4 | $893K | Sell |
11,014
-1,574
| -13% | -$128K | 0.19% | 121 |
|
|
2023
Q3 | $938K | Sell |
12,588
-587
| -4% | -$43.7K | 0.23% | 97 |
|
|
2023
Q2 | $1.04M | Buy |
13,175
+1,481
| +13% | +$117K | 0.26% | 89 |
|
|
2023
Q1 | $926K | Buy |
11,694
+656
| +6% | +$51.9K | 0.27% | 88 |
|
|
2022
Q4 | $871K | Buy |
11,038
+1,385
| +14% | +$109K | 0.28% | 89 |
|
|
2022
Q3 | $771K | Hold |
9,653
| – | – | 0.31% | 77 |
|
|
2022
Q2 | $771K | Buy |
9,653
+1,473
| +18% | +$118K | 0.31% | 77 |
|
|
2022
Q1 | $742K | Hold |
8,180
| – | – | 0.27% | 96 |
|
|
2021
Q4 | $742K | Buy |
8,180
+6,086
| +291% | +$552K | 0.27% | 96 |
|
|
2021
Q3 | $201K | Buy |
+2,094
| New | +$201K | 0.08% | 240 |
|