Financial Management Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,216
| Closed | -$304K | – | 151 |
|
|
2023
Q3 | $304K | Sell |
4,216
-1,610
| -28% | -$116K | 0.1% | 118 |
|
|
2023
Q2 | $462K | Sell |
5,826
-6,233
| -52% | -$495K | 0.16% | 89 |
|
|
2023
Q1 | $953K | Sell |
12,059
-1,825
| -13% | -$144K | 0.38% | 52 |
|
|
2022
Q4 | $1.12M | Sell |
13,884
-30
| -0.2% | -$2.42K | 0.5% | 40 |
|
|
2022
Q3 | $1.03M | Buy |
13,914
+516
| +4% | +$38.2K | 0.51% | 40 |
|
|
2022
Q2 | $1.08M | Sell |
13,398
-2,253
| -14% | -$181K | 0.57% | 39 |
|
|
2022
Q1 | $1.36M | Sell |
15,651
-12,822
| -45% | -$1.11M | 0.69% | 30 |
|
|
2021
Q4 | $2.57M | Buy |
28,473
+1,174
| +4% | +$106K | 1.18% | 19 |
|
|
2021
Q3 | $2.57M | Buy |
27,299
+1,498
| +6% | +$141K | 1.3% | 17 |
|
|
2021
Q2 | $2.57M | Buy |
25,801
+1,643
| +7% | +$164K | 1.31% | 17 |
|
|
2021
Q1 | $2.35M | Buy |
24,158
+5,533
| +30% | +$538K | 1.22% | 17 |
|
|
2020
Q4 | $1.85M | Buy |
+18,625
| New | +$1.85M | 1.14% | 19 |
|