LPL Financial’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 | $2.04M | Sell |
26,953
-1,737
| -6% | -$132K | ﹤0.01% | 3082 |
|
|
2025
Q1 | $2.08M | Sell |
28,690
-3,676
| -11% | -$266K | ﹤0.01% | 2902 |
|
|
2024
Q4 | $2.32M | Buy |
32,366
+10,836
| +50% | +$775K | ﹤0.01% | 2716 |
|
|
2024
Q3 | $1.83M | Buy |
21,530
+583
| +3% | +$49.4K | ﹤0.01% | 2793 |
|
|
2024
Q2 | $1.57M | Sell |
20,947
-905
| -4% | -$67.9K | ﹤0.01% | 2801 |
|
|
2024
Q1 | $1.72M | Sell |
21,852
-3,688
| -14% | -$290K | ﹤0.01% | 2645 |
|
|
2023
Q4 | $2.07M | Sell |
25,540
-4,007
| -14% | -$325K | ﹤0.01% | 2361 |
|
|
2023
Q3 | $2.2M | Buy |
29,547
+2,129
| +8% | +$159K | ﹤0.01% | 2210 |
|
|
2023
Q2 | $2.17M | Sell |
27,418
-4,182
| -13% | -$331K | ﹤0.01% | 2167 |
|
|
2023
Q1 | $2.5M | Buy |
31,600
+1,716
| +6% | +$136K | ﹤0.01% | 1962 |
|
|
2022
Q4 | $2.36M | Buy |
29,884
+900
| +3% | +$71K | ﹤0.01% | 1946 |
|
|
2022
Q3 | $2.05M | Buy |
28,984
+2,161
| +8% | +$153K | ﹤0.01% | 1955 |
|
|
2022
Q2 | $2.14M | Sell |
26,823
-1,539
| -5% | -$123K | ﹤0.01% | 1967 |
|
|
2022
Q1 | $2.42M | Sell |
28,362
-11,860
| -29% | -$1.01M | ﹤0.01% | 1900 |
|
|
2021
Q4 | $3.65M | Buy |
40,222
+610
| +2% | +$55.4K | ﹤0.01% | 1661 |
|
|
2021
Q3 | $3.81M | Buy |
39,612
+24,842
| +168% | +$2.39M | ﹤0.01% | 1571 |
|
|
2021
Q2 | $1.47M | Buy |
14,770
+3,611
| +32% | +$359K | ﹤0.01% | 2227 |
|
|
2021
Q1 | $1.06M | Buy |
11,159
+1,385
| +14% | +$131K | ﹤0.01% | 2350 |
|
|
2020
Q4 | $912K | Buy |
9,774
+3,852
| +65% | +$359K | ﹤0.01% | 2262 |
|
|
2020
Q3 | $477K | Sell |
5,922
-3,971
| -40% | -$320K | ﹤0.01% | 2497 |
|
|
2020
Q2 | $674K | Sell |
9,893
-710
| -7% | -$48.4K | ﹤0.01% | 2125 |
|
|
2020
Q1 | $609K | Sell |
10,603
-77
| -0.7% | -$4.42K | ﹤0.01% | 1964 |
|
|
2019
Q4 | $699K | Buy |
10,680
+3,073
| +40% | +$201K | ﹤0.01% | 2097 |
|
|
2019
Q3 | $444K | Buy |
7,607
+2,394
| +46% | +$140K | ﹤0.01% | 2350 |
|
|
2019
Q2 | $301K | Buy |
5,213
+377
| +8% | +$21.8K | ﹤0.01% | 2686 |
|
|
2019
Q1 | $285K | Sell |
4,836
-175
| -3% | -$10.3K | ﹤0.01% | 2670 |
|
|
2018
Q4 | $266K | Buy |
5,011
+709
| +16% | +$37.6K | ﹤0.01% | 2551 |
|
|
2018
Q3 | $251K | Buy |
+4,302
| New | +$251K | ﹤0.01% | 2821 |
|
|
2018
Q2 | – | Sell |
-21,788
| Closed | -$1.28M | – | 3250 |
|
|
2018
Q1 | $1.28M | Buy |
21,788
+1,096
| +5% | +$64.5K | ﹤0.01% | 1406 |
|
|
2017
Q4 | $1.22M | Buy |
20,692
+249
| +1% | +$14.7K | ﹤0.01% | 1371 |
|
|
2017
Q3 | $1.18M | Buy |
+20,443
| New | +$1.18M | ﹤0.01% | 1311 |
|