Envestnet Asset Management’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 | $618K | Sell |
8,153
-366
| -4% | -$27.8K | ﹤0.01% | 3549 |
|
|
2025
Q1 | $617K | Sell |
8,519
-1,872
| -18% | -$136K | ﹤0.01% | 3494 |
|
|
2024
Q4 | $744K | Buy |
10,391
+222
| +2% | +$15.9K | ﹤0.01% | 3352 |
|
|
2024
Q3 | $862K | Buy |
10,169
+365
| +4% | +$30.9K | ﹤0.01% | 3213 |
|
|
2024
Q2 | $736K | Sell |
9,804
-2,035
| -17% | -$153K | ﹤0.01% | 3222 |
|
|
2024
Q1 | $932K | Sell |
11,839
-1,386
| -10% | -$109K | ﹤0.01% | 3077 |
|
|
2023
Q4 | $1.07M | Sell |
13,225
-1,553
| -11% | -$126K | ﹤0.01% | 2895 |
|
|
2023
Q3 | $1.1M | Sell |
14,778
-3,577
| -19% | -$267K | ﹤0.01% | 2745 |
|
|
2023
Q2 | $1.45M | Buy |
18,355
+396
| +2% | +$31.3K | ﹤0.01% | 2487 |
|
|
2023
Q1 | $1.42M | Buy |
17,959
+5,690
| +46% | +$451K | ﹤0.01% | 2418 |
|
|
2022
Q4 | $968K | Buy |
12,269
+296
| +2% | +$23.4K | ﹤0.01% | 2673 |
|
|
2022
Q3 | $849K | Sell |
11,973
-1,676
| -12% | -$119K | ﹤0.01% | 2696 |
|
|
2022
Q2 | $1.09M | Sell |
13,649
-2
| -0% | -$160 | ﹤0.01% | 2520 |
|
|
2022
Q1 | $1.16M | Buy |
13,651
+2,901
| +27% | +$247K | ﹤0.01% | 2563 |
|
|
2021
Q4 | $976K | Buy |
10,750
+2,648
| +33% | +$240K | ﹤0.01% | 2647 |
|
|
2021
Q3 | $778K | Buy |
8,102
+2,592
| +47% | +$249K | ﹤0.01% | 2707 |
|
|
2021
Q2 | $547K | Buy |
5,510
+1,405
| +34% | +$139K | ﹤0.01% | 2918 |
|
|
2021
Q1 | $389K | Buy |
4,105
+106
| +3% | +$10K | ﹤0.01% | 2993 |
|
|
2020
Q4 | $373K | Sell |
3,999
-303
| -7% | -$28.3K | ﹤0.01% | 2810 |
|
|
2020
Q3 | $346K | Buy |
4,302
+218
| +5% | +$17.5K | ﹤0.01% | 2674 |
|
|
2020
Q2 | $278K | Buy |
+4,084
| New | +$278K | ﹤0.01% | 2717 |
|