Stifel Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-3,144
| Closed | -$285K | – | 3480 |
|
|
2021
Q4 | $285K | Sell |
3,144
-773
| -20% | -$70.1K | ﹤0.01% | 2949 |
|
|
2021
Q3 | $376K | Sell |
3,917
-1,178
| -23% | -$113K | ﹤0.01% | 2752 |
|
|
2021
Q2 | $506K | Buy |
5,095
+55
| +1% | +$5.46K | ﹤0.01% | 2577 |
|
|
2021
Q1 | $478K | Buy |
5,040
+930
| +23% | +$88.2K | ﹤0.01% | 2526 |
|
|
2020
Q4 | $384K | Buy |
+4,110
| New | +$384K | ﹤0.01% | 2478 |
|