TWM
Tolleson Wealth Management’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 | $681K | Hold |
8,980
| – | – | 0.12% | 55 |
|
|
2025
Q1 | $650K | Hold |
8,980
| – | – | 0.13% | 55 |
|
|
2024
Q4 | $643K | Hold |
8,980
| – | – | 0.13% | 57 |
|
|
2024
Q3 | $761K | Hold |
8,980
| – | – | 0.15% | 46 |
|
|
2024
Q2 | $674K | Hold |
8,980
| – | – | 0.13% | 56 |
|
|
2024
Q1 | $707K | Hold |
8,980
| – | – | 0.14% | 53 |
|
|
2023
Q4 | $728K | Hold |
8,980
| – | – | 0.15% | 48 |
|
|
2023
Q3 | $669K | Hold |
8,980
| – | – | 0.16% | 49 |
|
|
2023
Q2 | $710K | Sell |
8,980
-9,387
| -51% | -$742K | 0.17% | 51 |
|
|
2023
Q1 | $1.45M | Hold |
18,367
| – | – | 0.38% | 34 |
|
|
2022
Q4 | $1.45M | Buy |
+18,367
| New | +$1.45M | 0.39% | 33 |
|