Concord Wealth Partners’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
Q2 | $2.43K | Sell |
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|
2025
Q1 | $11.3K | Sell |
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|
2024
Q4 | $37.3K | Sell |
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|
2024
Q3 | $50.5K | Sell |
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|
2024
Q2 | $63.8K | Sell |
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|
2024
Q1 | $220K | Buy |
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|
2023
Q4 | $111K | Sell |
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|
2023
Q3 | $369K | Sell |
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|
2023
Q2 | $613K | Buy |
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|
2023
Q1 | $389K | Sell |
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|
2022
Q4 | $524K | Buy |
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|
2022
Q3 | $325K | Buy |
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|
2022
Q2 | $107K | Buy |
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|
2022
Q1 | $60K | Hold |
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|
2021
Q4 | $64K | Hold |
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|
2021
Q3 | $67K | Hold |
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|
2021
Q2 | $70K | Hold |
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|
2021
Q1 | $66K | Hold |
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|
2020
Q4 | $65K | Buy |
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