WhitTier Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $395K | Hold |
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|
2022
Q3 | $354K | Hold |
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|
2022
Q2 | $399K | Hold |
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|
2022
Q1 | $427K | Hold |
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|
2021
Q4 | $454K | Hold |
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|
2021
Q3 | $480K | Hold |
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|
2021
Q2 | $497K | Hold |
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|
2021
Q1 | $474K | Hold |
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|
2020
Q4 | $467K | Hold |
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|
2020
Q3 | $402K | Hold |
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|
2020
Q2 | $341K | Hold |
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|
2020
Q1 | $287K | Hold |
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|
2019
Q4 | $327K | Hold |
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|
2019
Q3 | $292K | Hold |
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|
2019
Q2 | $288K | Hold |
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|
2019
Q1 | $295K | Hold |
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|
2018
Q4 | $265K | Buy |
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