UBS Group’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 | $2.51M | Buy |
33,123
+9,439
| +40% | +$716K | ﹤0.01% | 3632 |
|
|
2025
Q1 | $1.71M | Buy |
23,684
+1,082
| +5% | +$78.3K | ﹤0.01% | 3809 |
|
|
2024
Q4 | $1.62M | Buy |
22,602
+4,052
| +22% | +$290K | ﹤0.01% | 3887 |
|
|
2024
Q3 | $1.57M | Sell |
18,550
-824
| -4% | -$69.9K | ﹤0.01% | 3223 |
|
|
2024
Q2 | $1.45M | Buy |
19,374
+1,445
| +8% | +$108K | ﹤0.01% | 3096 |
|
|
2024
Q1 | $1.41M | Sell |
17,929
-1,422
| -7% | -$112K | ﹤0.01% | 3282 |
|
|
2023
Q4 | $1.57M | Sell |
19,351
-1,004
| -5% | -$81.4K | ﹤0.01% | 3060 |
|
|
2023
Q3 | $1.52M | Buy |
20,355
+365
| +2% | +$27.2K | ﹤0.01% | 2766 |
|
|
2023
Q2 | $1.58M | Sell |
19,990
-1,212
| -6% | -$95.8K | ﹤0.01% | 2884 |
|
|
2023
Q1 | $1.68M | Buy |
21,202
+1,354
| +7% | +$107K | ﹤0.01% | 2746 |
|
|
2022
Q4 | $1.57M | Sell |
19,848
-6,843
| -26% | -$540K | ﹤0.01% | 2760 |
|
|
2022
Q3 | $1.89M | Sell |
26,691
-10,992
| -29% | -$779K | ﹤0.01% | 2393 |
|
|
2022
Q2 | $3.01M | Sell |
37,683
-4,912
| -12% | -$392K | ﹤0.01% | 2114 |
|
|
2022
Q1 | $3.63M | Sell |
42,595
-108
| -0.3% | -$9.21K | ﹤0.01% | 2190 |
|
|
2021
Q4 | $3.88M | Sell |
42,703
-2,900
| -6% | -$263K | ﹤0.01% | 2328 |
|
|
2021
Q3 | $4.38M | Buy |
45,603
+3,656
| +9% | +$351K | ﹤0.01% | 2119 |
|
|
2021
Q2 | $4.17M | Sell |
41,947
-6,999
| -14% | -$696K | ﹤0.01% | 2172 |
|
|
2021
Q1 | $4.64M | Buy |
48,946
+22,276
| +84% | +$2.11M | ﹤0.01% | 2035 |
|
|
2020
Q4 | $2.49M | Buy |
26,670
+8,069
| +43% | +$753K | ﹤0.01% | 2450 |
|
|
2020
Q3 | $1.5M | Buy |
18,601
+5,299
| +40% | +$426K | ﹤0.01% | 2650 |
|
|
2020
Q2 | $907K | Buy |
13,302
+427
| +3% | +$29.1K | ﹤0.01% | 2900 |
|
|
2020
Q1 | $740K | Buy |
12,875
+3,015
| +31% | +$173K | ﹤0.01% | 2906 |
|
|
2019
Q4 | $645K | Sell |
9,860
-87
| -0.9% | -$5.69K | ﹤0.01% | 3688 |
|
|
2019
Q3 | $580K | Sell |
9,947
-800
| -7% | -$46.6K | ﹤0.01% | 3613 |
|
|
2019
Q2 | $620K | Buy |
10,747
+1,463
| +16% | +$84.4K | ﹤0.01% | 3387 |
|
|
2019
Q1 | $548K | Sell |
9,284
-661
| -7% | -$39K | ﹤0.01% | 3313 |
|
|
2018
Q4 | $527K | Buy |
9,945
+1,657
| +20% | +$87.8K | ﹤0.01% | 3470 |
|
|
2018
Q3 | $483K | Sell |
8,288
-79
| -0.9% | -$4.6K | ﹤0.01% | 3667 |
|
|
2018
Q2 | $474K | Sell |
8,367
-751
| -8% | -$42.5K | ﹤0.01% | 3571 |
|
|
2018
Q1 | $536K | Buy |
9,118
+5,525
| +154% | +$325K | ﹤0.01% | 3421 |
|
|
2017
Q4 | $213K | Buy |
3,593
+1,303
| +57% | +$77.2K | ﹤0.01% | 3966 |
|
|
2017
Q3 | $133K | Buy |
+2,290
| New | +$133K | ﹤0.01% | 4279 |
|
|
2016
Q4 | – | Sell |
-234
| Closed | -$12K | – | 6881 |
|
|
2016
Q3 | $12K | Buy |
+234
| New | +$12K | ﹤0.01% | 5752 |
|