NewEdge Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Sell |
6,637
-4,830
| -42% | -$366K | ﹤0.01% | 1684 |
|
|
2025
Q1 | $830K | Sell |
11,467
-19,338
| -63% | -$1.4M | ﹤0.01% | 1288 |
|
|
2024
Q4 | $2.2M | Buy |
30,805
+25,067
| +437% | +$1.79M | 0.01% | 793 |
|
|
2024
Q3 | $487K | Sell |
5,738
-1,797
| -24% | -$152K | ﹤0.01% | 1500 |
|
|
2024
Q2 | $566K | Buy |
7,535
+4,611
| +158% | +$346K | ﹤0.01% | 1339 |
|
|
2024
Q1 | $230K | Buy |
+2,924
| New | +$230K | ﹤0.01% | 1776 |
|
|
2023
Q1 | – | Sell |
-1,020
| Closed | -$80.5K | – | 4028 |
|
|
2022
Q4 | $80.5K | Buy |
+1,020
| New | +$80.5K | ﹤0.01% | 1526 |
|