Joseph Group Capital 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 | $9.56K | Hold |
126
| – | – | ﹤0.01% | 97 |
|
|
2025
Q1 | $9.12K | Buy |
+126
| New | +$9.12K | ﹤0.01% | 92 |
|
|
2024
Q2 | – | Sell |
-126
| Closed | -$9.92K | – | 83 |
|
|
2024
Q1 | $9.92K | Hold |
126
| – | – | 0.01% | 82 |
|
|
2023
Q4 | $10.2K | Hold |
126
| – | – | 0.01% | 78 |
|
|
2023
Q3 | $9.39K | Hold |
126
| – | – | 0.01% | 76 |
|
|
2023
Q2 | $9.96K | Hold |
126
| – | – | 0.01% | 72 |
|
|
2023
Q1 | $9.98K | Hold |
126
| – | – | 0.01% | 75 |
|
|
2022
Q4 | $10K | Hold |
126
| – | – | 0.01% | 85 |
|
|
2022
Q3 | $9K | Hold |
126
| – | – | 0.01% | 72 |
|
|
2022
Q2 | $10K | Hold |
126
| – | – | 0.01% | 65 |
|
|
2022
Q1 | $11K | Hold |
126
| – | – | 0.01% | 64 |
|
|
2021
Q4 | $11K | Buy |
+126
| New | +$11K | 0.01% | 66 |
|