Mascoma 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 | – | Sell |
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|
2025
Q1 | $17.2K | Hold |
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|
2024
Q4 | $17K | Hold |
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|
2024
Q3 | $20.1K | Hold |
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|
2024
Q2 | $17.8K | Hold |
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|
2024
Q1 | $18.7K | Sell |
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|
2023
Q4 | $26.4K | Hold |
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|
2023
Q3 | $24.3K | Hold |
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|
2023
Q2 | $26.2K | Sell |
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|
2023
Q1 | $75.7K | Hold |
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|
2022
Q4 | $74.2K | Hold |
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|
2022
Q3 | $67K | Hold |
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|
2022
Q2 | $75K | Hold |
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|
2022
Q1 | $80K | Buy |
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|
2021
Q4 | $22K | Buy |
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