Janney Montgomery Scott’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 | $206K | Buy |
+2,713
| New | +$206K | ﹤0.01% | 2560 |
|
|
2025
Q1 | – | Sell |
-3,072
| Closed | -$220K | – | 2848 |
|
|
2024
Q4 | $220K | Sell |
3,072
-941
| -23% | -$67.4K | ﹤0.01% | 2501 |
|
|
2024
Q3 | $340K | Hold |
4,013
| – | – | ﹤0.01% | 2218 |
|
|
2024
Q2 | $301K | Sell |
4,013
-576
| -13% | -$43.2K | ﹤0.01% | 2210 |
|
|
2024
Q1 | $361K | Sell |
4,589
-5,877
| -56% | -$462K | ﹤0.01% | 2216 |
|
|
2023
Q4 | $848K | Buy |
10,466
+5,401
| +107% | +$438K | ﹤0.01% | 1544 |
|
|
2023
Q3 | $377K | Sell |
5,065
-29
| -0.6% | -$2.16K | ﹤0.01% | 1982 |
|
|
2023
Q2 | $403K | Buy |
5,094
+510
| +11% | +$40.3K | ﹤0.01% | 2025 |
|
|
2023
Q1 | $363K | Sell |
4,584
-347
| -7% | -$27.5K | ﹤0.01% | 1934 |
|
|
2022
Q4 | $389K | Sell |
4,931
-90
| -2% | -$7.1K | ﹤0.01% | 1935 |
|
|
2022
Q3 | $356K | Sell |
5,021
-50
| -1% | -$3.55K | ﹤0.01% | 1899 |
|
|
2022
Q2 | $407K | Sell |
5,071
-443
| -8% | -$35.6K | ﹤0.01% | 1725 |
|
|
2022
Q1 | $470K | Buy |
5,514
+66
| +1% | +$5.63K | ﹤0.01% | 1653 |
|
|
2021
Q4 | $494K | Sell |
5,448
-771
| -12% | -$69.9K | ﹤0.01% | 1729 |
|
|
2021
Q3 | $597K | Sell |
6,219
-37
| -0.6% | -$3.55K | ﹤0.01% | 1547 |
|
|
2021
Q2 | $622K | Sell |
6,256
-613
| -9% | -$60.9K | ﹤0.01% | 1509 |
|
|
2021
Q1 | $651K | Sell |
6,869
-48
| -0.7% | -$4.55K | ﹤0.01% | 1410 |
|
|
2020
Q4 | $646K | Sell |
6,917
-529
| -7% | -$49.4K | ﹤0.01% | 1414 |
|
|
2020
Q3 | $599K | Buy |
+7,446
| New | +$599K | ﹤0.01% | 1347 |
|