Merriman 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $409K | Buy |
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|
2024
Q3 | $475K | Buy |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $427K | Buy |
|
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|
2023
Q4 | $405K | Buy |
|
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|
2023
Q3 | $370K | Hold |
|
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|
2023
Q2 | $392K | Sell |
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|
2023
Q1 | $474K | Buy |
|
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|
2022
Q4 | $250K | Sell |
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|
2022
Q3 | $427K | Buy |
|
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|
2022
Q2 | $468K | Buy |
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|
2022
Q1 | $391K | Buy |
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|
2021
Q4 | $232K | Hold |
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|
2021
Q3 | $245K | Sell |
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|
2021
Q2 | $261K | Buy |
|