Rise 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
Q1 | – | Sell |
-32
| Closed | -$2.25K | – | 1561 |
|
|
2024
Q4 | $2.25K | Buy |
32
+1
| +3% | +$70 | ﹤0.01% | 1071 |
|
|
2024
Q3 | $2.65K | Hold |
31
| – | – | ﹤0.01% | 1111 |
|
|
2024
Q2 | $2.35K | Hold |
31
| – | – | ﹤0.01% | 1114 |
|
|
2024
Q1 | $2.43K | Hold |
31
| – | – | ﹤0.01% | 1125 |
|
|
2023
Q4 | $2.51K | Hold |
31
| – | – | ﹤0.01% | 439 |
|
|
2023
Q3 | $2.28K | Hold |
31
| – | – | ﹤0.01% | 451 |
|
|
2023
Q2 | $2.42K | Buy |
31
+1
| +3% | +$78 | ﹤0.01% | 495 |
|
|
2023
Q1 | $2.41K | Hold |
30
| – | – | ﹤0.01% | 549 |
|
|
2022
Q4 | $2.4K | Hold |
30
| – | – | ﹤0.01% | 541 |
|
|
2022
Q3 | $2K | Hold |
30
| – | – | ﹤0.01% | 574 |
|
|
2022
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 583 |
|
|
2022
Q1 | $3K | Hold |
30
| – | – | ﹤0.01% | 504 |
|
|
2021
Q4 | $2.71K | Buy |
+30
| New | +$2.71K | ﹤0.01% | 490 |
|