Spire 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
Q1 | – | Sell |
-181
| Closed | -$13K | – | 2567 |
|
|
2024
Q4 | $13K | Buy |
181
+1
| +0.6% | +$72 | ﹤0.01% | 1768 |
|
|
2024
Q3 | $15.3K | Hold |
180
| – | – | ﹤0.01% | 1519 |
|
|
2024
Q2 | $13.5K | Buy |
180
+2
| +1% | +$150 | ﹤0.01% | 1551 |
|
|
2024
Q1 | $14K | Hold |
178
| – | – | ﹤0.01% | 1611 |
|
|
2023
Q4 | $13.6K | Buy |
178
+2
| +1% | +$153 | ﹤0.01% | 1652 |
|
|
2023
Q3 | $13.1K | Hold |
176
| – | – | ﹤0.01% | 1648 |
|
|
2023
Q2 | $13.9K | Buy |
176
+1
| +0.6% | +$79 | ﹤0.01% | 1712 |
|
|
2023
Q1 | $13.8K | Hold |
175
| – | – | ﹤0.01% | 1743 |
|
|
2022
Q4 | $14K | Buy |
175
+2
| +1% | +$160 | ﹤0.01% | 1502 |
|
|
2022
Q3 | $12K | Hold |
173
| – | – | ﹤0.01% | 1516 |
|
|
2022
Q2 | $14K | Buy |
173
+2
| +1% | +$162 | ﹤0.01% | 1806 |
|
|
2022
Q1 | $15K | Hold |
171
| – | – | ﹤0.01% | 1905 |
|
|
2021
Q4 | $16K | Buy |
171
+2
| +1% | +$187 | ﹤0.01% | 2211 |
|
|
2021
Q3 | $16K | Hold |
169
| – | – | ﹤0.01% | 1942 |
|
|
2021
Q2 | $17K | Hold |
169
| – | – | ﹤0.01% | 1947 |
|
|
2021
Q1 | $16K | Buy |
+169
| New | +$16K | ﹤0.01% | 2245 |
|