WAM
WFA Asset 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 | $79.2K | Sell |
1,055
-6,187
| -85% | -$464K | 0.04% | 78 |
|
|
2025
Q1 | $570K | Buy |
7,242
+6,396
| +756% | +$503K | 0.3% | 30 |
|
|
2024
Q4 | $60.5K | Sell |
846
-128
| -13% | -$9.16K | 0.03% | 102 |
|
|
2024
Q3 | $82.6K | Sell |
974
-81
| -8% | -$6.87K | 0.04% | 78 |
|
|
2024
Q2 | $79.2K | Sell |
1,055
-6,187
| -85% | -$464K | 0.04% | 78 |
|
|
2024
Q1 | $570K | Sell |
7,242
-2,915
| -29% | -$229K | 0.3% | 30 |
|
|
2023
Q4 | $823K | Sell |
10,157
-473
| -4% | -$38.3K | 0.45% | 21 |
|
|
2023
Q3 | $792K | Sell |
10,630
-1,374
| -11% | -$102K | 0.47% | 21 |
|
|
2023
Q2 | $949K | Sell |
12,004
-1,379
| -10% | -$109K | 0.56% | 18 |
|
|
2023
Q1 | $1.06M | Sell |
13,383
-1,510
| -10% | -$120K | 0.65% | 18 |
|
|
2022
Q4 | $1.18M | Sell |
14,893
-110
| -0.7% | -$8.68K | 0.77% | 17 |
|
|
2022
Q3 | $1.06M | Buy |
15,003
+99
| +0.7% | +$7.02K | 0.76% | 13 |
|
|
2022
Q2 | $1.19M | Buy |
14,904
+74
| +0.5% | +$5.91K | 0.83% | 12 |
|
|
2022
Q1 | $1.27M | Sell |
14,830
-2,916
| -16% | -$249K | 0.83% | 12 |
|
|
2021
Q4 | $1.61M | Buy |
+17,746
| New | +$1.61M | 1.05% | 11 |
|