MWM
Mission Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-13,945
| Closed | -$1.01M | – | 664 |
|
|
2025
Q1 | $1.01M | Sell |
13,945
-93,904
| -87% | -$6.8M | 0.02% | 286 |
|
|
2024
Q4 | $7.72M | Sell |
107,849
-10,173
| -9% | -$728K | 0.18% | 68 |
|
|
2024
Q3 | $10M | Sell |
118,022
-4,692
| -4% | -$398K | 0.24% | 54 |
|
|
2024
Q2 | $9.21M | Sell |
122,714
-15,250
| -11% | -$1.14M | 0.24% | 54 |
|
|
2024
Q1 | $10.9M | Buy |
137,964
+2,188
| +2% | +$172K | 0.29% | 49 |
|
|
2023
Q4 | $11M | Buy |
135,776
+1,719
| +1% | +$139K | 0.36% | 37 |
|
|
2023
Q3 | $9.99M | Sell |
134,057
-1,841
| -1% | -$137K | 0.37% | 40 |
|
|
2023
Q2 | $10.7M | Sell |
135,898
-1,387
| -1% | -$110K | 0.41% | 37 |
|
|
2023
Q1 | $10.9M | Buy |
137,285
+463
| +0.3% | +$36.7K | 0.46% | 34 |
|
|
2022
Q4 | $10.8M | Sell |
136,822
-4,097
| -3% | -$323K | 0.52% | 33 |
|
|
2022
Q3 | $9.99M | Sell |
140,919
-4,223
| -3% | -$299K | 0.53% | 33 |
|
|
2022
Q2 | $11.6M | Buy |
145,142
+25,276
| +21% | +$2.02M | 0.61% | 29 |
|
|
2022
Q1 | $10.2M | Buy |
119,866
+13,357
| +13% | +$1.14M | 0.47% | 32 |
|
|
2021
Q4 | $9.67M | Buy |
106,509
+18,499
| +21% | +$1.68M | 0.44% | 37 |
|
|
2021
Q3 | $8.45M | Buy |
88,010
+7,152
| +9% | +$687K | 0.43% | 36 |
|
|
2021
Q2 | $8.04M | Buy |
80,858
+6,627
| +9% | +$659K | 0.43% | 39 |
|
|
2021
Q1 | $7.04M | Buy |
74,231
+8,873
| +14% | +$842K | 0.41% | 39 |
|
|
2020
Q4 | $6.1M | Buy |
65,358
+13,079
| +25% | +$1.22M | 0.38% | 42 |
|
|
2020
Q3 | $4.21M | Buy |
52,279
+5,106
| +11% | +$411K | 0.32% | 46 |
|
|
2020
Q2 | $3.22M | Buy |
47,173
+6,650
| +16% | +$453K | 0.28% | 51 |
|
|
2020
Q1 | $2.33M | Buy |
40,523
+8,806
| +28% | +$506K | 0.26% | 54 |
|
|
2019
Q4 | $2.08M | Buy |
31,717
+11,677
| +58% | +$764K | 0.2% | 69 |
|
|
2019
Q3 | $1.17M | Buy |
20,040
+4,855
| +32% | +$283K | 0.13% | 93 |
|
|
2019
Q2 | $876K | Buy |
15,185
+4,952
| +48% | +$286K | 0.1% | 112 |
|
|
2019
Q1 | $604K | Buy |
10,233
+4,622
| +82% | +$273K | 0.07% | 144 |
|
|
2018
Q4 | $297K | Buy |
+5,611
| New | +$297K | 0.04% | 198 |
|