Geneos Wealth 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 | $1.9K | Sell |
25
-25
| -50% | -$1.9K | ﹤0.01% | 2825 |
|
|
2025
Q1 | $3.62K | Buy |
50
+25
| +100% | +$1.81K | ﹤0.01% | 2838 |
|
|
2024
Q4 | $1.79K | Hold |
25
| – | – | ﹤0.01% | 2641 |
|
|
2024
Q3 | $2.12K | Hold |
25
| – | – | ﹤0.01% | 2286 |
|
|
2024
Q2 | $1.88K | Hold |
25
| – | – | ﹤0.01% | 1898 |
|
|
2024
Q1 | $1.97K | Sell |
25
-215
| -90% | -$16.9K | ﹤0.01% | 1903 |
|
|
2023
Q4 | $19.5K | Sell |
240
-152
| -39% | -$12.3K | ﹤0.01% | 1366 |
|
|
2023
Q3 | $29.2K | Hold |
392
| – | – | ﹤0.01% | 1249 |
|
|
2023
Q2 | $31K | Hold |
392
| – | – | ﹤0.01% | 1237 |
|
|
2023
Q1 | $31K | Buy |
392
+367
| +1,468% | +$29.1K | ﹤0.01% | 1212 |
|
|
2022
Q4 | $1.97K | Hold |
25
| – | – | ﹤0.01% | 1882 |
|
|
2022
Q3 | $1K | Buy |
+25
| New | +$1K | ﹤0.01% | 1964 |
|