Kingsview Wealth Management’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
Q2 | $231K | Sell |
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|
2025
Q1 | $288K | Sell |
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|
2024
Q4 | $289K | Sell |
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|
2024
Q3 | $355K | Sell |
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|
2024
Q2 | $317K | Buy |
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|
2024
Q1 | $217K | Buy |
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|
2023
Q4 | $217K | Sell |
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|
2023
Q3 | $210K | Buy |
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|
2023
Q2 | $219K | Sell |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $240K | Sell |
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|
2022
Q3 | $281K | Sell |
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|
2022
Q2 | $323K | Sell |
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|
2022
Q1 | $376K | Buy |
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|
2021
Q4 | $382K | Buy |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $329K | Buy |
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|
2020
Q4 | $310K | Buy |
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|
2020
Q3 | $245K | Buy |
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