Concord Wealth Partners
Position in SDG — iShares MSCI Global Sustainable Development Goals ETF
CIK 1814214
ABINGDON, VA
All Filings in SDG
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 SDG | $2,662 | 32 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 SDG | $2,427 | 32 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 SDG | $11,292 | 156 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 SDG | $37,282 | 521 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 SDG | $50,450 | 595 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 SDG | $63,809 | 850 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 SDG | $219,679 | 2,791 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 SDG | $110,876 | 1,368 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 SDG | $368,874 | 4,950 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 SDG | $612,874 | 7,753 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 SDG | $389,218 | 4,915 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 SDG | $524,278 | 6,644 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 SDG | $325,435 | 4,592 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 SDG | $107,198 | 1,342 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 SDG | $59,710 | 700 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 SDG | $63,532 | 700 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 SDG | $67,242 | 700 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 SDG | $69,559 | 700 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 SDG | $66,388 | 700 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 SDG | $65,348 | 700 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||