FAS Wealth Partners’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 | $1.23K | Hold |
16
| – | – | ﹤0.01% | 438 |
|
|
2025
Q1 | $1.16K | Buy |
+16
| New | +$1.16K | ﹤0.01% | 418 |
|
|
2024
Q2 | – | Sell |
-303
| Closed | -$23.9K | – | 447 |
|
|
2024
Q1 | $23.9K | Hold |
303
| – | – | ﹤0.01% | 386 |
|
|
2023
Q4 | $24.6K | Sell |
303
-96
| -24% | -$7.79K | ﹤0.01% | 374 |
|
|
2023
Q3 | $29.8K | Hold |
399
| – | – | ﹤0.01% | 356 |
|
|
2023
Q2 | $31.6K | Buy |
399
+3
| +0.8% | +$237 | ﹤0.01% | 330 |
|
|
2023
Q1 | $31.4K | Hold |
396
| – | – | ﹤0.01% | 357 |
|
|
2022
Q4 | $31.3K | Sell |
396
-597
| -60% | -$47.1K | ﹤0.01% | 347 |
|
|
2022
Q3 | $70K | Hold |
993
| – | – | 0.01% | 308 |
|
|
2022
Q2 | $79K | Buy |
993
+10
| +1% | +$796 | 0.01% | 309 |
|
|
2022
Q1 | $84K | Hold |
983
| – | – | 0.01% | 312 |
|
|
2021
Q4 | $89K | Sell |
983
-285
| -22% | -$25.8K | 0.01% | 319 |
|
|
2021
Q3 | $122K | Hold |
1,268
| – | – | 0.01% | 302 |
|
|
2021
Q2 | $126K | Buy |
1,268
+6
| +0.5% | +$596 | 0.01% | 292 |
|
|
2021
Q1 | $120K | Hold |
1,262
| – | – | 0.01% | 272 |
|
|
2020
Q4 | $118K | Buy |
1,262
+6
| +0.5% | +$561 | 0.01% | 262 |
|
|
2020
Q3 | $101K | Hold |
1,256
| – | – | 0.01% | 249 |
|
|
2020
Q2 | $86K | Buy |
1,256
+9
| +0.7% | +$616 | 0.01% | 244 |
|
|
2020
Q1 | $72K | Hold |
1,247
| – | – | 0.01% | 236 |
|
|
2019
Q4 | $82K | Buy |
+1,247
| New | +$82K | 0.01% | 220 |
|