Dynamic Advisor Solutions’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
26,612
-4,865
| -15% | -$369K | 0.06% | 303 |
|
|
2025
Q1 | $2.28M | Sell |
31,477
-20,184
| -39% | -$1.46M | 0.08% | 258 |
|
|
2024
Q4 | $3.7M | Buy |
51,661
+2,164
| +4% | +$155K | 0.16% | 147 |
|
|
2024
Q3 | $4.2M | Sell |
49,497
-622
| -1% | -$52.7K | 0.13% | 192 |
|
|
2024
Q2 | $3.76M | Sell |
50,119
-5,600
| -10% | -$420K | 0.12% | 202 |
|
|
2024
Q1 | $4.39M | Buy |
55,719
+3,470
| +7% | +$273K | 0.15% | 182 |
|
|
2023
Q4 | $4.15M | Buy |
52,249
+4,479
| +9% | +$356K | 0.15% | 182 |
|
|
2023
Q3 | $3.56M | Buy |
47,770
+7,023
| +17% | +$523K | 0.17% | 166 |
|
|
2023
Q2 | $3.22M | Buy |
40,747
+3,202
| +9% | +$253K | 0.17% | 163 |
|
|
2023
Q1 | $2.97M | Buy |
37,545
+924
| +3% | +$73.2K | 0.17% | 159 |
|
|
2022
Q4 | $2.89M | Buy |
36,621
+408
| +1% | +$32.2K | 0.2% | 130 |
|
|
2022
Q3 | $2.57M | Buy |
36,213
+9,229
| +34% | +$654K | 0.2% | 128 |
|
|
2022
Q2 | $2.16M | Buy |
26,984
+1,691
| +7% | +$135K | 0.17% | 143 |
|
|
2022
Q1 | $2.16M | Buy |
25,293
+6,884
| +37% | +$587K | 0.15% | 155 |
|
|
2021
Q4 | $1.67M | Buy |
18,409
+6,038
| +49% | +$548K | 0.12% | 186 |
|
|
2021
Q3 | $1.19M | Buy |
12,371
+2,733
| +28% | +$262K | 0.09% | 253 |
|
|
2021
Q2 | $958K | Buy |
9,638
+5,034
| +109% | +$500K | 0.08% | 286 |
|
|
2021
Q1 | $437K | Buy |
4,604
+1,396
| +44% | +$133K | 0.04% | 413 |
|
|
2020
Q4 | $299K | Buy |
+3,208
| New | +$299K | 0.03% | 488 |
|