Tolleson Wealth Management’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Hold |
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|
2025
Q1 | $650K | Hold |
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|
2024
Q4 | $643K | Hold |
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|
2024
Q3 | $761K | Hold |
|
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|
2024
Q2 | $674K | Hold |
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|
2024
Q1 | $707K | Hold |
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|
2023
Q4 | $728K | Hold |
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|
2023
Q3 | $669K | Hold |
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|
2023
Q2 | $710K | Sell |
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|
2023
Q1 | $1.45M | Hold |
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|
2022
Q4 | $1.45M | Buy |
|