Morgan Stanley’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 | $1.19M | Buy |
15,696
+2,500
| +19% | +$190K | ﹤0.01% | 5010 |
|
|
2025
Q1 | $955K | Sell |
13,196
-8,025
| -38% | -$581K | ﹤0.01% | 5021 |
|
|
2024
Q4 | $1.52M | Buy |
21,221
+7,556
| +55% | +$541K | ﹤0.01% | 4879 |
|
|
2024
Q3 | $1.16M | Buy |
13,665
+2,847
| +26% | +$241K | ﹤0.01% | 4966 |
|
|
2024
Q2 | $812K | Sell |
10,818
-1,899
| -15% | -$143K | ﹤0.01% | 5077 |
|
|
2024
Q1 | $1M | Sell |
12,717
-11,623
| -48% | -$915K | ﹤0.01% | 4955 |
|
|
2023
Q4 | $1.97M | Buy |
24,340
+12,007
| +97% | +$973K | ﹤0.01% | 4935 |
|
|
2023
Q3 | $919K | Sell |
12,333
-65,107
| -84% | -$4.85M | ﹤0.01% | 4850 |
|
|
2023
Q2 | $6.12M | Sell |
77,440
-144
| -0.2% | -$11.4K | ﹤0.01% | 3611 |
|
|
2023
Q1 | $6.14M | Sell |
77,584
-2,838
| -4% | -$225K | ﹤0.01% | 3610 |
|
|
2022
Q4 | $6.35M | Buy |
80,422
+16,959
| +27% | +$1.34M | ﹤0.01% | 3531 |
|
|
2022
Q3 | $4.5M | Buy |
63,463
+46,476
| +274% | +$3.29M | ﹤0.01% | 3784 |
|
|
2022
Q2 | $1.36M | Buy |
16,987
+6,396
| +60% | +$511K | ﹤0.01% | 4815 |
|
|
2022
Q1 | $903K | Buy |
10,591
+26
| +0.2% | +$2.22K | ﹤0.01% | 5068 |
|
|
2021
Q4 | $959K | Sell |
10,565
-14,330
| -58% | -$1.3M | ﹤0.01% | 5101 |
|
|
2021
Q3 | $2.39M | Buy |
24,895
+2,705
| +12% | +$260K | ﹤0.01% | 4420 |
|
|
2021
Q2 | $2.21M | Buy |
22,190
+8,749
| +65% | +$869K | ﹤0.01% | 4552 |
|
|
2021
Q1 | $1.27M | Buy |
13,441
+13,133
| +4,264% | +$1.24M | ﹤0.01% | 4576 |
|
|
2020
Q4 | $29K | Buy |
308
+216
| +235% | +$20.3K | ﹤0.01% | 6340 |
|
|
2020
Q3 | $7K | Buy |
+92
| New | +$7K | ﹤0.01% | 6376 |
|
|
2018
Q3 | – | Sell |
-200
| Closed | -$11K | – | 6785 |
|
|
2018
Q2 | $11K | Hold |
200
| – | – | ﹤0.01% | 6290 |
|
|
2018
Q1 | $12K | Hold |
200
| – | – | ﹤0.01% | 6231 |
|
|
2017
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 6187 |
|
|
2017
Q3 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 6134 |
|