LPL Financial’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 | $2.11M | Sell |
25,186
-544
| -2% | -$46.2K | ﹤0.01% | 3458 |
|
|
2025
Q4 | $2.17M | Buy |
25,730
+625
| +2% | +$52.7K | ﹤0.01% | 3332 |
|
|
2025
Q3 | $2.09M | Sell |
25,105
-1,848
| -7% | -$148K | ﹤0.01% | 3280 |
|
|
2025
Q2 | $2.04M | Sell |
26,953
-1,737
| -6% | -$128K | ﹤0.01% | 3100 |
|
|
2025
Q1 | $2.08M | Sell |
28,690
-3,676
| -11% | -$270K | ﹤0.01% | 2922 |
|
|
2024
Q4 | $2.32M | Buy |
32,366
+10,836
| +50% | +$845K | ﹤0.01% | 2730 |
|
|
2024
Q3 | $1.83M | Buy |
21,530
+583
| +3% | +$45.9K | ﹤0.01% | 2820 |
|
|
2024
Q2 | $1.57M | Sell |
20,947
-905
| -4% | -$70.5K | ﹤0.01% | 2828 |
|
|
2024
Q1 | $1.72M | Sell |
21,852
-3,688
| -14% | -$286K | ﹤0.01% | 2663 |
|
|
2023
Q4 | $2.07M | Sell |
25,540
-4,007
| -14% | -$302K | ﹤0.01% | 2376 |
|
|
2023
Q3 | $2.2M | Buy |
29,547
+2,129
| +8% | +$168K | ﹤0.01% | 2217 |
|
|
2023
Q2 | $2.17M | Sell |
27,418
-4,182
| -13% | -$332K | ﹤0.01% | 2173 |
|
|
2023
Q1 | $2.5M | Buy |
31,600
+1,716
| +6% | +$137K | ﹤0.01% | 1965 |
|
|
2022
Q4 | $2.36M | Buy |
29,884
+900
| +3% | +$68.6K | ﹤0.01% | 1948 |
|
|
2022
Q3 | $2.05M | Buy |
28,984
+2,161
| +8% | +$171K | ﹤0.01% | 1958 |
|
|
2022
Q2 | $2.14M | Sell |
26,823
-1,539
| -5% | -$127K | ﹤0.01% | 1971 |
|
|
2022
Q1 | $2.42M | Sell |
28,362
-11,860
| -29% | -$1.02M | ﹤0.01% | 1905 |
|
|
2021
Q4 | $3.65M | Buy |
40,222
+610
| +2% | +$57K | ﹤0.01% | 1663 |
|
|
2021
Q3 | $3.81M | Buy |
39,612
+24,842
| +168% | +$2.44M | ﹤0.01% | 1574 |
|
|
2021
Q2 | $1.47M | Buy |
14,770
+3,611
| +32% | +$352K | ﹤0.01% | 2233 |
|
|
2021
Q1 | $1.06M | Buy |
11,159
+1,385
| +14% | +$134K | ﹤0.01% | 2355 |
|
|
2020
Q4 | $912K | Buy |
9,774
+3,852
| +65% | +$331K | ﹤0.01% | 2268 |
|
|
2020
Q3 | $477K | Sell |
5,922
-3,971
| -40% | -$306K | ﹤0.01% | 2509 |
|
|
2020
Q2 | $674K | Sell |
9,893
-710
| -7% | -$45.1K | ﹤0.01% | 2139 |
|
|
2020
Q1 | $609K | Sell |
10,603
-77
| -0.7% | -$4.97K | ﹤0.01% | 1968 |
|
|
2019
Q4 | $699K | Buy |
10,680
+3,073
| +40% | +$190K | ﹤0.01% | 2101 |
|
|
2019
Q3 | $444K | Buy |
7,607
+2,394
| +46% | +$138K | ﹤0.01% | 2353 |
|
|
2019
Q2 | $301K | Buy |
5,213
+377
| +8% | +$21.9K | ﹤0.01% | 2697 |
|
|
2019
Q1 | $285K | Sell |
4,836
-175
| -3% | -$9.98K | ﹤0.01% | 2684 |
|
|
2018
Q4 | $266K | Buy |
5,011
+709
| +16% | +$38.9K | ﹤0.01% | 2565 |
|
|
2018
Q3 | $251K | Buy |
+4,302
| New | +$249K | ﹤0.01% | 2833 |
|
|
2018
Q2 | – | Sell |
-21,788
| Closed | -$1.28M | – | 3272 |
|
|
2018
Q1 | $1.28M | Buy |
21,788
+1,096
| +5% | +$65.8K | ﹤0.01% | 1417 |
|
|
2017
Q4 | $1.22M | Buy |
20,692
+249
| +1% | +$14.6K | ﹤0.01% | 1379 |
|
|
2017
Q3 | $1.18M | Buy |
+20,443
| New | +$1.14M | ﹤0.01% | 1318 |
|
Other funds holding SDG
FTUS
HIIFS
FDCP
AL
