Fidelity Investments’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 | – | Sell |
-200
| Closed | -$14.5K | – | 5489 |
|
2025
Q1 | $14.5K | Hold |
200
| – | – | ﹤0.01% | 4353 |
|
2024
Q4 | $14.3K | Sell |
200
-611
| -75% | -$43.7K | ﹤0.01% | 4327 |
|
2024
Q3 | $68.8K | Sell |
811
-47
| -5% | -$3.99K | ﹤0.01% | 3638 |
|
2024
Q2 | $64.4K | Buy |
858
+658
| +329% | +$49.4K | ﹤0.01% | 3477 |
|
2024
Q1 | $15.7K | Sell |
200
-99
| -33% | -$7.79K | ﹤0.01% | 4104 |
|
2023
Q4 | $24.2K | Buy |
299
+88
| +42% | +$7.13K | ﹤0.01% | 3841 |
|
2023
Q3 | $15.7K | Buy |
211
+201
| +2,010% | +$15K | ﹤0.01% | 3925 |
|
2023
Q2 | $791 | Buy |
+10
| New | +$791 | ﹤0.01% | 4747 |
|
2023
Q1 | – | Sell |
-451
| Closed | -$35.6K | – | 5496 |
|
2022
Q4 | $35.6K | Buy |
451
+71
| +19% | +$5.6K | ﹤0.01% | 3560 |
|
2022
Q3 | $27K | Hold |
380
| – | – | ﹤0.01% | 3736 |
|
2022
Q2 | $30K | Hold |
380
| – | – | ﹤0.01% | 3751 |
|
2022
Q1 | $32K | Sell |
380
-2
| -0.5% | -$168 | ﹤0.01% | 3848 |
|
2021
Q4 | $34K | Sell |
382
-35
| -8% | -$3.12K | ﹤0.01% | 3328 |
|
2021
Q3 | $40K | Buy |
417
+37
| +10% | +$3.55K | ﹤0.01% | 3267 |
|
2021
Q2 | $38K | Hold |
380
| – | – | ﹤0.01% | 3232 |
|
2021
Q1 | $36K | Sell |
380
-279
| -42% | -$26.4K | ﹤0.01% | 3121 |
|
2020
Q4 | $61K | Hold |
659
| – | – | ﹤0.01% | 2968 |
|
2020
Q3 | $53K | Hold |
659
| – | – | ﹤0.01% | 2875 |
|
2020
Q2 | $45K | Hold |
659
| – | – | ﹤0.01% | 2824 |
|
2020
Q1 | $38K | Hold |
659
| – | – | ﹤0.01% | 2824 |
|
2019
Q4 | $43K | Sell |
659
-879
| -57% | -$57.4K | ﹤0.01% | 2929 |
|
2019
Q3 | $90K | Sell |
1,538
-34
| -2% | -$1.99K | ﹤0.01% | 2768 |
|
2019
Q2 | $91K | Sell |
1,572
-411
| -21% | -$23.8K | ﹤0.01% | 2757 |
|
2019
Q1 | $117K | Buy |
1,983
+89
| +5% | +$5.25K | ﹤0.01% | 2658 |
|
2018
Q4 | $100K | Buy |
1,894
+138
| +8% | +$7.29K | ﹤0.01% | 2645 |
|
2018
Q3 | $102K | Buy |
+1,756
| New | +$102K | ﹤0.01% | 2719 |
|