Financial Perspectives’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 | $48.5K | Buy |
640
+7
| +1% | +$531 | 0.01% | 315 |
|
|
2025
Q1 | $45.8K | Hold |
633
| – | – | 0.02% | 311 |
|
|
2024
Q4 | $45.3K | Buy |
633
+5
| +0.8% | +$358 | 0.02% | 310 |
|
|
2024
Q3 | $53.2K | Hold |
628
| – | – | 0.02% | 278 |
|
|
2024
Q2 | $47.1K | Buy |
628
+7
| +1% | +$525 | 0.02% | 282 |
|
|
2024
Q1 | $48.9K | Hold |
621
| – | – | 0.02% | 279 |
|
|
2023
Q4 | $50.3K | Buy |
621
+6
| +1% | +$486 | 0.02% | 273 |
|
|
2023
Q3 | $45.8K | Hold |
615
| – | – | 0.02% | 263 |
|
|
2023
Q2 | $48.6K | Buy |
615
+5
| +0.8% | +$395 | 0.02% | 266 |
|
|
2023
Q1 | $48.3K | Buy |
610
+52
| +9% | +$4.12K | 0.02% | 261 |
|
|
2022
Q4 | $44K | Buy |
558
+5
| +0.9% | +$395 | 0.02% | 264 |
|
|
2022
Q3 | $39.2K | Hold |
553
| – | – | 0.02% | 265 |
|
|
2022
Q2 | $44.2K | Buy |
553
+5
| +0.9% | +$399 | 0.02% | 246 |
|
|
2022
Q1 | $46.7K | Buy |
548
+192
| +54% | +$16.4K | 0.02% | 257 |
|
|
2021
Q4 | $32.3K | Buy |
356
+4
| +1% | +$363 | 0.02% | 295 |
|
|
2021
Q3 | $33.8K | Hold |
352
| – | – | 0.02% | 284 |
|
|
2021
Q2 | $35K | Sell |
352
-28,043
| -99% | -$2.78M | 0.02% | 298 |
|
|
2021
Q1 | $299K | Buy |
28,395
+28,138
| +10,949% | +$296K | 0.01% | 354 |
|
|
2020
Q4 | $24K | Buy |
257
+1
| +0.4% | +$94 | 0.01% | 314 |
|
|
2020
Q3 | $20.6K | Hold |
256
| – | – | 0.01% | 286 |
|
|
2020
Q2 | $17.5K | Buy |
+256
| New | +$17.5K | 0.01% | 297 |
|