Creative Planning’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 | $445K | Buy |
5,866
+735
| +14% | +$55.8K | ﹤0.01% | 2560 |
|
|
2025
Q1 | $371K | Buy |
5,131
+95
| +2% | +$6.88K | ﹤0.01% | 2560 |
|
|
2024
Q4 | $360K | Hold |
5,036
| – | – | ﹤0.01% | 2511 |
|
|
2024
Q3 | $427K | Sell |
5,036
-483
| -9% | -$41K | ﹤0.01% | 2244 |
|
|
2024
Q2 | $414K | Buy |
5,519
+1,184
| +27% | +$88.9K | ﹤0.01% | 2086 |
|
|
2024
Q1 | $341K | Sell |
4,335
-2,699
| -38% | -$212K | ﹤0.01% | 2135 |
|
|
2023
Q4 | $570K | Sell |
7,034
-642
| -8% | -$52K | ﹤0.01% | 1619 |
|
|
2023
Q3 | $572K | Buy |
7,676
+1,650
| +27% | +$123K | ﹤0.01% | 1475 |
|
|
2023
Q2 | $476K | Buy |
6,026
+30
| +0.5% | +$2.37K | ﹤0.01% | 1577 |
|
|
2023
Q1 | $475K | Buy |
5,996
+25
| +0.4% | +$1.98K | ﹤0.01% | 1493 |
|
|
2022
Q4 | $471K | Sell |
5,971
-310
| -5% | -$24.5K | ﹤0.01% | 1454 |
|
|
2022
Q3 | $445K | Buy |
+6,281
| New | +$445K | ﹤0.01% | 1402 |
|
|
2022
Q1 | – | Sell |
-7,075
| Closed | -$642K | – | 2352 |
|
|
2021
Q4 | $642K | Buy |
7,075
+314
| +5% | +$28.5K | ﹤0.01% | 1168 |
|
|
2021
Q3 | $649K | Hold |
6,761
| – | – | ﹤0.01% | 1160 |
|
|
2021
Q2 | $672K | Buy |
6,761
+2,377
| +54% | +$236K | ﹤0.01% | 1110 |
|
|
2021
Q1 | $416K | Buy |
4,384
+1,041
| +31% | +$98.8K | ﹤0.01% | 1541 |
|
|
2020
Q4 | $312K | Buy |
+3,343
| New | +$312K | ﹤0.01% | 1578 |
|