GenTrust’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
2024
Q4
Sell
-2,500
Closed -$212K 224
2024
Q3
$212K Buy
+2,500
New +$212K 0.01% 191
2024
Q1
Sell
-2,500
Closed -$203K 142
2023
Q4
$203K Buy
+2,500
New +$203K 0.01% 125
2022
Q2
Sell
-2,500
Closed -$213K 159
2022
Q1
$213K Hold
2,500
0.02% 136
2021
Q4
$218K Hold
2,500
0.02% 135
2021
Q3
$240K Hold
2,500
0.02% 132
2021
Q2
$248K Hold
2,500
0.02% 127
2021
Q1
$232K Hold
2,500
0.02% 116
2020
Q4
$233K Hold
2,500
0.02% 29
2020
Q3
$201K Buy
+2,500
New +$201K 0.02% 100