WhitTier Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,000
| Closed | -$395K | – | 1216 |
|
|
2022
Q4 | $395K | Hold |
5,000
| – | – | 0.02% | 369 |
|
|
2022
Q3 | $354K | Hold |
5,000
| – | – | 0.02% | 379 |
|
|
2022
Q2 | $399K | Hold |
5,000
| – | – | 0.02% | 362 |
|
|
2022
Q1 | $427K | Hold |
5,000
| – | – | 0.02% | 368 |
|
|
2021
Q4 | $454K | Hold |
5,000
| – | – | 0.02% | 360 |
|
|
2021
Q3 | $480K | Hold |
5,000
| – | – | 0.02% | 344 |
|
|
2021
Q2 | $497K | Hold |
5,000
| – | – | 0.02% | 338 |
|
|
2021
Q1 | $474K | Hold |
5,000
| – | – | 0.02% | 336 |
|
|
2020
Q4 | $467K | Hold |
5,000
| – | – | 0.02% | 326 |
|
|
2020
Q3 | $402K | Hold |
5,000
| – | – | 0.02% | 322 |
|
|
2020
Q2 | $341K | Hold |
5,000
| – | – | 0.02% | 338 |
|
|
2020
Q1 | $287K | Hold |
5,000
| – | – | 0.02% | 340 |
|
|
2019
Q4 | $327K | Hold |
5,000
| – | – | 0.02% | 356 |
|
|
2019
Q3 | $292K | Hold |
5,000
| – | – | 0.02% | 365 |
|
|
2019
Q2 | $288K | Hold |
5,000
| – | – | 0.02% | 361 |
|
|
2019
Q1 | $295K | Hold |
5,000
| – | – | 0.02% | 350 |
|
|
2018
Q4 | $265K | Buy |
+5,000
| New | +$265K | 0.02% | 347 |
|