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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $235K | Sell |
2,794
-168
| -6% | -$14.3K | ﹤0.01% | 1190 |
|
|
2025
Q4 | $249K | Sell |
2,962
-51
| -2% | -$4.3K | ﹤0.01% | 1083 |
|
|
2025
Q3 | $251K | Sell |
3,013
-27
| -0.9% | -$2.17K | ﹤0.01% | 1039 |
|
|
2025
Q2 | $231K | Sell |
3,040
-941
| -24% | -$69.3K | ﹤0.01% | 1050 |
|
|
2025
Q1 | $288K | Sell |
3,981
-55
| -1% | -$4.04K | 0.01% | 911 |
|
|
2024
Q4 | $289K | Sell |
4,036
-147
| -4% | -$11.5K | 0.01% | 915 |
|
|
2024
Q3 | $355K | Sell |
4,183
-38
| -0.9% | -$2.99K | 0.01% | 822 |
|
|
2024
Q2 | $317K | Buy |
4,221
+1,469
| +53% | +$114K | 0.01% | 816 |
|
|
2024
Q1 | $217K | Buy |
2,752
+80
| +3% | +$6.2K | 0.01% | 939 |
|
|
2023
Q4 | $217K | Sell |
2,672
-141
| -5% | -$10.6K | 0.01% | 879 |
|
|
2023
Q3 | $210K | Buy |
2,813
+39
| +1% | +$3.07K | 0.01% | 874 |
|
|
2023
Q2 | $219K | Sell |
2,774
-191
| -6% | -$15.2K | 0.01% | 832 |
|
|
2023
Q1 | $235K | Sell |
2,965
-81
| -3% | -$6.46K | 0.01% | 789 |
|
|
2022
Q4 | $240K | Sell |
3,046
-920
| -23% | -$70.1K | 0.01% | 741 |
|
|
2022
Q3 | $281K | Sell |
3,966
-80
| -2% | -$6.34K | 0.01% | 660 |
|
|
2022
Q2 | $323K | Sell |
4,046
-362
| -8% | -$29.8K | 0.02% | 647 |
|
|
2022
Q1 | $376K | Buy |
4,408
+203
| +5% | +$17.5K | 0.02% | 637 |
|
|
2021
Q4 | $382K | Buy |
4,205
+372
| +10% | +$34.8K | 0.02% | 651 |
|
|
2021
Q3 | $368K | Buy |
3,833
+159
| +4% | +$15.6K | 0.02% | 625 |
|
|
2021
Q2 | $367K | Buy |
3,674
+219
| +6% | +$21.3K | 0.02% | 647 |
|
|
2021
Q1 | $329K | Buy |
3,455
+138
| +4% | +$13.3K | 0.02% | 610 |
|
|
2020
Q4 | $310K | Buy |
3,317
+269
| +9% | +$23.1K | 0.02% | 547 |
|
|
2020
Q3 | $245K | Buy |
+3,048
| New | +$235K | 0.02% | 522 |
|
Other funds holding SDG
FTUS
HIIFS
FDCP
AL
