Northwestern Mutual 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.2K | Buy |
1,242
+6
| +0.5% | +$455 | ﹤0.01% | 2018 |
|
|
2025
Q1 | $89.5K | Sell |
1,236
-280
| -18% | -$20.3K | ﹤0.01% | 1968 |
|
|
2024
Q4 | $108K | Hold |
1,516
| – | – | ﹤0.01% | 1888 |
|
|
2024
Q3 | $129K | Sell |
1,516
-79
| -5% | -$6.7K | ﹤0.01% | 1799 |
|
|
2024
Q2 | $120K | Sell |
1,595
-20,136
| -93% | -$1.51M | ﹤0.01% | 1762 |
|
|
2024
Q1 | $1.71M | Buy |
21,731
+5,163
| +31% | +$406K | ﹤0.01% | 849 |
|
|
2023
Q4 | $1.34M | Sell |
16,568
-22,838
| -58% | -$1.85M | ﹤0.01% | 881 |
|
|
2023
Q3 | $2.94M | Sell |
39,406
-5,119
| -11% | -$381K | ﹤0.01% | 624 |
|
|
2023
Q2 | $3.52M | Sell |
44,525
-4,770
| -10% | -$377K | ﹤0.01% | 572 |
|
|
2023
Q1 | $3.9M | Buy |
49,295
+1,412
| +3% | +$112K | 0.01% | 527 |
|
|
2022
Q4 | $3.78M | Buy |
47,883
+43,763
| +1,062% | +$3.45M | 0.01% | 528 |
|
|
2022
Q3 | $292K | Buy |
4,120
+15
| +0.4% | +$1.06K | ﹤0.01% | 1259 |
|
|
2022
Q2 | $328K | Buy |
4,105
+1,661
| +68% | +$133K | ﹤0.01% | 1222 |
|
|
2022
Q1 | $209K | Sell |
2,444
-13,712
| -85% | -$1.17M | ﹤0.01% | 1411 |
|
|
2021
Q4 | $1.47M | Buy |
16,156
+10,907
| +208% | +$990K | ﹤0.01% | 695 |
|
|
2021
Q3 | $504K | Buy |
5,249
+1,076
| +26% | +$103K | ﹤0.01% | 987 |
|
|
2021
Q2 | $415K | Buy |
4,173
+2,398
| +135% | +$238K | ﹤0.01% | 1049 |
|
|
2021
Q1 | $168K | Buy |
+1,775
| New | +$168K | ﹤0.01% | 1301 |
|