ISHARES TR

Ticker: SDG CUSIP: 46435G532 Class: MSCI GBL SUS DEV

Concord Wealth Partners's Holding History (CIK: 0001814214)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 32 Value ($000) $3 Avg Close Range
Q2 2025
Shares 32 Value ($000) $2 Avg Close Range
Q1 2025
Shares 156 Value ($000) $11 Avg Close Range
Q4 2024
Shares 521 Value ($000) $37 Avg Close Range
Q3 2024
Shares 595 Value ($000) $50 Avg Close Range
Q2 2024
Shares 850 Value ($000) $64 Avg Close Range
Q1 2024
Shares 2,791 Value ($000) $220 Avg Close Range
Q4 2023
Shares 1,368 Value ($000) $111 Avg Close Range
Q3 2023
Shares 4,950 Value ($000) $369 Avg Close Range
Q2 2023
Shares 7,753 Value ($000) $613 Avg Close Range
Q1 2023
Shares 4,915 Value ($000) $389 Avg Close Range
Q4 2022
Shares 6,644 Value ($000) $524 Avg Close Range
Q3 2022
Shares 4,592 Value ($000) $325 Avg Close Range
Q2 2022
Shares 1,342 Value ($000) $107 Avg Close Range
Q1 2022
Shares 700 Value ($000) $60 Avg Close Range
Q4 2021
Shares 700 Value ($000) $64 Avg Close Range
Q3 2021
Shares 700 Value ($000) $67 Avg Close Range
Q2 2021
Shares 700 Value ($000) $70 Avg Close Range
Q1 2021
Shares 700 Value ($000) $66 Avg Close Range
Q4 2020
Shares 700 Value ($000) $65 Avg Close Range