Eaton Financial Holdings’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 | $269K | Buy |
3,541
+38
| +1% | +$2.88K | 0.08% | 106 |
|
|
2025
Q1 | $254K | Buy |
3,503
+198
| +6% | +$14.3K | 0.11% | 56 |
|
|
2024
Q4 | $236K | Buy |
3,305
+27
| +0.8% | +$1.93K | 0.09% | 59 |
|
|
2024
Q3 | $278K | Buy |
+3,278
| New | +$278K | 0.11% | 58 |
|
|
2024
Q1 | $255K | Hold |
3,244
| – | – | 0.13% | 56 |
|
|
2023
Q4 | $263K | Sell |
3,244
-12
| -0.4% | -$973 | 0.06% | 145 |
|
|
2023
Q3 | $243K | Sell |
3,256
-28
| -0.9% | -$2.09K | 0.07% | 149 |
|
|
2023
Q2 | $260K | Buy |
3,284
+28
| +0.9% | +$2.21K | 0.2% | 49 |
|
|
2023
Q1 | $258K | Sell |
3,256
-785
| -19% | -$62.2K | 0.2% | 46 |
|
|
2022
Q4 | $319K | Buy |
+4,041
| New | +$319K | 0.27% | 51 |
|