PCMC
Paragon Capital Management (Colorado)’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 |
-12,818
| Closed | -$928K | – | 241 |
|
|
2025
Q1 | $928K | Hold |
12,818
| – | – | 0.19% | 50 |
|
|
2024
Q4 | $917K | Buy |
12,818
+105
| +0.8% | +$7.51K | 0.18% | 45 |
|
|
2024
Q3 | $1.08M | Hold |
12,713
| – | – | 0.21% | 40 |
|
|
2024
Q2 | $954K | Buy |
+12,713
| New | +$954K | 0.18% | 43 |
|