Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $409K | Buy |
5,713
+109
| +2% | +$7.8K | 0.02% | 149 |
|
|
2024
Q3 | $475K | Buy |
5,604
+214
| +4% | +$18.1K | 0.02% | 148 |
|
|
2024
Q2 | $405K | Sell |
5,390
-35
| -0.6% | -$2.63K | 0.02% | 150 |
|
|
2024
Q1 | $427K | Buy |
5,425
+422
| +8% | +$33.2K | 0.02% | 146 |
|
|
2023
Q4 | $405K | Buy |
5,003
+42
| +0.8% | +$3.4K | 0.02% | 140 |
|
|
2023
Q3 | $370K | Hold |
4,961
| – | – | 0.02% | 133 |
|
|
2023
Q2 | $392K | Sell |
4,961
-1,021
| -17% | -$80.7K | 0.02% | 152 |
|
|
2023
Q1 | $474K | Buy |
5,982
+2,811
| +89% | +$223K | 0.02% | 136 |
|
|
2022
Q4 | $250K | Sell |
3,171
-2,854
| -47% | -$225K | 0.01% | 180 |
|
|
2022
Q3 | $427K | Buy |
6,025
+169
| +3% | +$12K | 0.03% | 107 |
|
|
2022
Q2 | $468K | Buy |
5,856
+1,275
| +28% | +$102K | 0.03% | 104 |
|
|
2022
Q1 | $391K | Buy |
4,581
+2,029
| +80% | +$173K | 0.03% | 143 |
|
|
2021
Q4 | $232K | Hold |
2,552
| – | – | 0.02% | 194 |
|
|
2021
Q3 | $245K | Sell |
2,552
-77
| -3% | -$7.39K | 0.02% | 181 |
|
|
2021
Q2 | $261K | Buy |
+2,629
| New | +$261K | 0.02% | 193 |
|