Halbert Hargrove Global Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $609K | Hold |
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|
2025
Q2 | $555K | Sell |
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|
2025
Q1 | $531K | Sell |
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|
2024
Q4 | $896K | Buy |
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $926K | Sell |
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|
2024
Q1 | $990K | Buy |
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|
2023
Q4 | $924K | Buy |
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|
2023
Q3 | $824K | Sell |
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|
2023
Q2 | $892K | Buy |
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|
2023
Q1 | $866K | Buy |
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|
2022
Q4 | $829K | Buy |
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|
2022
Q3 | $735K | Sell |
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|
2022
Q2 | $842K | Sell |
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|
2022
Q1 | $903K | Buy |
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|
2021
Q4 | $828K | Sell |
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|
2021
Q3 | $923K | Buy |
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|
2021
Q2 | $939K | Buy |
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|
2021
Q1 | $782K | Buy |
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|
2020
Q4 | $722K | Sell |
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|
2020
Q3 | $646K | Buy |
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|
2020
Q2 | $437K | Sell |
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|
2020
Q1 | $401K | Sell |
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|
2019
Q4 | $459K | Buy |
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