Leonard Rickey Investment Advisors’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
Q1 | – | Sell |
-9,504
| Closed | -$680K | – | 112 |
|
|
2024
Q4 | $680K | Buy |
9,504
+1
| +0% | +$72 | 0.16% | 52 |
|
|
2024
Q3 | $806K | Sell |
9,503
-64
| -0.7% | -$5.43K | 0.18% | 48 |
|
|
2024
Q2 | $718K | Buy |
9,567
+6
| +0.1% | +$450 | 0.17% | 47 |
|
|
2024
Q1 | $753K | Sell |
9,561
-4
| -0% | -$315 | 0.19% | 43 |
|
|
2023
Q4 | $775K | Buy |
9,565
+641
| +7% | +$52K | 0.23% | 42 |
|
|
2023
Q3 | $665K | Buy |
8,924
+394
| +5% | +$29.4K | 0.22% | 42 |
|
|
2023
Q2 | $674K | Buy |
8,530
+123
| +1% | +$9.72K | 0.25% | 37 |
|
|
2023
Q1 | $666K | Buy |
8,407
+54
| +0.6% | +$4.28K | 0.26% | 36 |
|
|
2022
Q4 | $659K | Buy |
8,353
+69
| +0.8% | +$5.45K | 0.28% | 33 |
|
|
2022
Q3 | $587K | Buy |
8,284
+6
| +0.1% | +$425 | 0.28% | 36 |
|
|
2022
Q2 | $661K | Buy |
8,278
+199
| +2% | +$15.9K | 0.29% | 33 |
|
|
2022
Q1 | $689K | Buy |
8,079
+542
| +7% | +$46.2K | 0.26% | 35 |
|
|
2021
Q4 | $684K | Buy |
7,537
+963
| +15% | +$87.4K | 0.25% | 39 |
|
|
2021
Q3 | $632K | Buy |
6,574
+204
| +3% | +$19.6K | 0.27% | 37 |
|
|
2021
Q2 | $622K | Sell |
6,370
-2,065
| -24% | -$202K | 0.27% | 37 |
|
|
2021
Q1 | $800K | Buy |
8,435
+828
| +11% | +$78.5K | 0.32% | 33 |
|
|
2020
Q4 | $710K | Buy |
7,607
+3,868
| +103% | +$361K | 0.32% | 33 |
|
|
2020
Q3 | $301K | Sell |
3,739
-1,129
| -23% | -$90.9K | 0.19% | 42 |
|
|
2020
Q2 | $332K | Buy |
4,868
+49
| +1% | +$3.34K | 0.22% | 38 |
|
|
2020
Q1 | $277K | Sell |
4,819
-132
| -3% | -$7.59K | 0.21% | 44 |
|
|
2019
Q4 | $324K | Buy |
+4,951
| New | +$324K | 0.2% | 50 |
|