Creative Planning’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
Q3 | $485K | Sell |
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|
2025
Q2 | $445K | Buy |
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|
2025
Q1 | $371K | Buy |
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|
2024
Q4 | $360K | Hold |
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|
2024
Q3 | $427K | Sell |
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|
2024
Q2 | $414K | Buy |
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|
2024
Q1 | $341K | Sell |
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|
2023
Q4 | $570K | Sell |
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|
2023
Q3 | $572K | Buy |
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|
2023
Q2 | $476K | Buy |
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|
2023
Q1 | $475K | Buy |
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|
2022
Q4 | $471K | Sell |
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|
2022
Q3 | $445K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $642K | Buy |
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|
2021
Q3 | $649K | Hold |
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|
2021
Q2 | $672K | Buy |
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|
2021
Q1 | $416K | Buy |
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|
2020
Q4 | $312K | Buy |
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