Tradition 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
Q2 | $359K | Sell |
4,735
-24
| -0.5% | -$1.82K | 0.03% | 315 |
|
|
2025
Q1 | $345K | Buy |
4,759
+1,407
| +42% | +$102K | 0.03% | 315 |
|
|
2024
Q4 | $240K | Sell |
3,352
-2,051
| -38% | -$147K | 0.02% | 365 |
|
|
2024
Q3 | $458K | Sell |
5,403
-27
| -0.5% | -$2.29K | 0.04% | 256 |
|
|
2024
Q2 | $408K | Sell |
5,430
-550
| -9% | -$41.3K | 0.04% | 266 |
|
|
2024
Q1 | $471K | Buy |
5,980
+47
| +0.8% | +$3.7K | 0.05% | 228 |
|
|
2023
Q4 | $481K | Buy |
5,933
+343
| +6% | +$27.8K | 0.05% | 201 |
|
|
2023
Q3 | $417K | Buy |
5,590
+91
| +2% | +$6.79K | 0.05% | 204 |
|
|
2023
Q2 | $435K | Sell |
5,499
-922
| -14% | -$72.9K | 0.05% | 192 |
|
|
2023
Q1 | $508K | Buy |
6,421
+462
| +8% | +$36.6K | 0.06% | 167 |
|
|
2022
Q4 | $470K | Buy |
5,959
+539
| +10% | +$42.5K | 0.07% | 166 |
|
|
2022
Q3 | $384K | Buy |
5,420
+108
| +2% | +$7.65K | 0.06% | 185 |
|
|
2022
Q2 | $424K | Buy |
5,312
+15
| +0.3% | +$1.2K | 0.06% | 177 |
|
|
2022
Q1 | $452K | Buy |
5,297
+1,114
| +27% | +$95.1K | 0.06% | 203 |
|
|
2021
Q4 | $380K | Buy |
4,183
+3,522
| +533% | +$320K | 0.05% | 213 |
|
|
2021
Q3 | $64K | Buy |
661
+159
| +32% | +$15.4K | 0.01% | 446 |
|
|
2021
Q2 | $50K | Buy |
+502
| New | +$50K | 0.01% | 527 |
|