Commonwealth Equity Services’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 | $677K | Sell |
8,918
-1,093
| -11% | -$83K | ﹤0.01% | 2908 |
|
2025
Q1 | $725K | Sell |
10,011
-409
| -4% | -$29.6K | ﹤0.01% | 2725 |
|
2024
Q4 | $746K | Sell |
10,420
-1,802
| -15% | -$129K | ﹤0.01% | 2639 |
|
2024
Q3 | $1.04M | Sell |
12,222
-10,190
| -45% | -$864K | ﹤0.01% | 2317 |
|
2024
Q2 | $1.68M | Sell |
22,412
-4,701
| -17% | -$353K | ﹤0.01% | 1907 |
|
2024
Q1 | $2.13M | Sell |
27,113
-23,546
| -46% | -$1.85M | ﹤0.01% | 1740 |
|
2023
Q4 | $4.11M | Sell |
50,659
-8,168
| -14% | -$662K | 0.01% | 1220 |
|
2023
Q3 | $4.38M | Sell |
58,827
-5,344
| -8% | -$398K | 0.01% | 1104 |
|
2023
Q2 | $5.07M | Buy |
64,171
+168
| +0.3% | +$13.3K | 0.01% | 1029 |
|
2023
Q1 | $5.07K | Buy |
64,003
+589
| +0.9% | +$47 | 0.01% | 998 |
|
2022
Q4 | $5M | Buy |
63,414
+7,447
| +13% | +$588K | 0.01% | 962 |
|
2022
Q3 | $3.97M | Buy |
55,967
+6,698
| +14% | +$475K | 0.01% | 1019 |
|
2022
Q2 | $3.94M | Sell |
49,269
-69,009
| -58% | -$5.51M | 0.01% | 1015 |
|
2022
Q1 | $10.1M | Buy |
118,278
+2,040
| +2% | +$174K | 0.02% | 618 |
|
2021
Q4 | $10.5M | Buy |
116,238
+47,894
| +70% | +$4.35M | 0.02% | 584 |
|
2021
Q3 | $6.57M | Buy |
68,344
+679
| +1% | +$65.2K | 0.02% | 724 |
|
2021
Q2 | $6.72M | Buy |
67,665
+43,566
| +181% | +$4.33M | 0.02% | 704 |
|
2021
Q1 | $2.29M | Buy |
24,099
+3,979
| +20% | +$377K | 0.01% | 1233 |
|
2020
Q4 | $1.88M | Buy |
20,120
+5,088
| +34% | +$475K | 0.01% | 1268 |
|
2020
Q3 | $1.21M | Buy |
15,032
+1,262
| +9% | +$102K | ﹤0.01% | 1382 |
|
2020
Q2 | $938K | Buy |
13,770
+2,342
| +20% | +$160K | ﹤0.01% | 1461 |
|
2020
Q1 | $656K | Buy |
11,428
+5,807
| +103% | +$333K | ﹤0.01% | 1527 |
|
2019
Q4 | $367K | Buy |
5,621
+103
| +2% | +$6.73K | ﹤0.01% | 2152 |
|
2019
Q3 | $322K | Sell |
5,518
-82
| -1% | -$4.79K | ﹤0.01% | 2173 |
|
2019
Q2 | $323K | Buy |
5,600
+108
| +2% | +$6.23K | ﹤0.01% | 2143 |
|
2019
Q1 | $324K | Buy |
5,492
+539
| +11% | +$31.8K | ﹤0.01% | 2089 |
|
2018
Q4 | $262K | Buy |
4,953
+929
| +23% | +$49.1K | ﹤0.01% | 2123 |
|
2018
Q3 | $234K | Sell |
4,024
-77
| -2% | -$4.48K | ﹤0.01% | 2381 |
|
2018
Q2 | $232K | Sell |
4,101
-395
| -9% | -$22.3K | ﹤0.01% | 2340 |
|
2018
Q1 | $264K | Buy |
4,496
+558
| +14% | +$32.8K | ﹤0.01% | 2161 |
|
2017
Q4 | $233K | Buy |
+3,938
| New | +$233K | ﹤0.01% | 2257 |
|