MAM
McCarthy Asset Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-293
| Closed | -$25K | – | 243 |
|
|
2022
Q1 | $25K | Hold |
293
| – | – | 0.02% | 122 |
|
|
2021
Q4 | $27K | Buy |
293
+4
| +1% | +$369 | 0.02% | 126 |
|
|
2021
Q3 | $28K | Hold |
289
| – | – | 0.02% | 121 |
|
|
2021
Q2 | $29K | Buy |
289
+93
| +47% | +$9.33K | 0.02% | 134 |
|
|
2021
Q1 | $19K | Buy |
+196
| New | +$19K | 0.01% | 154 |
|