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Concord Asset Management (Virginia)’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Concord Asset Management (Virginia)’s Portfolio SDG Stock Details SDG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-5,250
Closed -$415K – 136
2023
Q2 		$415K Buy
5,250
+1,666
+46% +$132K 0.15% 80
2023
Q1 		$284K Buy
3,584
+501
+16% +$39.7K 0.12% 86
2022
Q4 		$243K Buy
+3,083
New +$243K 0.16% 50