ASSETMARK, INC

Position in SDG — iShares MSCI Global Sustainable Development Goals ETF

CIK 1344551 CONCORD, CA

All Filings in SDG

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 SDG	$101,751	1,212	-4.0%	Shares	Sole	2026-05-06
2025-12-31 SDG	$106,291	1,262	-3.1%	Shares	Sole	2026-01-23
2025-09-30 SDG	$108,326	1,302	-0.8%	Shares	Sole	2025-11-06
2025-06-30 SDG	$99,604	1,313	-5.9%	Shares	Sole	2025-08-04
2025-03-31 SDG	$100,984	1,395	-5.4%	Shares	Sole	2025-05-06
2024-12-31 SDG	$105,479	1,474	-5.8%	Shares	Sole	2025-02-06
2024-09-30 SDG	$132,696	1,565	-1.6%	Shares	Sole	2024-11-01
2024-06-30 SDG	$119,436	1,591	-0.1%	Shares	Sole	2024-08-13
2024-03-31 SDG	$125,385	1,593	-67.8%	Shares	Sole	2024-05-07
2023-12-31 SDG	$400,954	4,947	+209.2%	Shares	Sole	2024-02-09
2023-09-30 SDG	$119,232	1,600	-7.0%	Shares	Sole	2023-10-27
2023-06-30 SDG	$135,966	1,720	-13.1%	Shares	Defined	2023-08-11
2023-03-31 SDG	$156,796	1,980	-0.9%	Shares	Defined	2023-05-05
2022-12-31 SDG	$157,662	1,998	-3.1%	Shares	Defined	2023-02-10
2022-09-30 SDG	$146,133	2,062	-8.2%	Shares	Sole	2022-11-01
2022-06-30 SDG	$179,330	2,245	+44.3%	Shares	Sole	2022-08-03
2022-03-31 SDG	$132,726	1,556	-20.5%	Shares	Sole	2022-05-13
2021-12-31 SDG	$177,617	1,957	-47.0%	Shares	Sole	2022-02-14
2021-09-30 SDG	$354,365	3,689	+19.4%	Shares	Sole	2021-11-12
2021-06-30 SDG	$306,953	3,089	-2.7%	Shares	Sole	2021-08-16
2021-03-31 SDG	$301,117	3,175	+8.0%	Shares	Sole	2021-05-14
2020-12-31 SDG	$274,370	2,939	-2.2%	Shares	Sole	2021-02-10
2020-09-30 SDG	$241,716	3,004	+21.4%	Shares	Sole	2020-11-13
2020-06-30 SDG	$168,678	2,475	+0.2%	Shares	Sole	2020-08-11
2020-03-31 SDG	$142,035	2,471	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.