Regatta Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $596K | Sell |
7,863
-311
| -4% | -$23.6K | 0.1% | 123 |
|
|
2025
Q1 | $592K | Sell |
8,174
-2,149
| -21% | -$156K | 0.11% | 110 |
|
|
2024
Q4 | $739K | Sell |
10,323
-582
| -5% | -$41.7K | 0.14% | 93 |
|
|
2024
Q3 | $925K | Sell |
10,905
-2,187
| -17% | -$185K | 0.18% | 85 |
|
|
2024
Q2 | $983K | Sell |
13,092
-1,326
| -9% | -$99.5K | 0.21% | 78 |
|
|
2024
Q1 | $1.13M | Sell |
14,418
-887
| -6% | -$69.8K | 0.26% | 68 |
|
|
2023
Q4 | $1.24M | Sell |
15,305
-1,401
| -8% | -$114K | 0.33% | 60 |
|
|
2023
Q3 | $1.24M | Sell |
16,706
-857
| -5% | -$63.9K | 0.4% | 51 |
|
|
2023
Q2 | $1.39M | Buy |
17,563
+2,537
| +17% | +$201K | 0.44% | 46 |
|
|
2023
Q1 | $1.19M | Hold |
15,026
| – | – | 0.42% | 55 |
|
|
2022
Q4 | $1.19M | Sell |
15,026
-1,213
| -7% | -$95.7K | 0.42% | 55 |
|
|
2022
Q3 | $1.3M | Hold |
16,239
| – | – | 0.53% | 50 |
|
|
2022
Q2 | $1.3M | Buy |
16,239
+2,727
| +20% | +$218K | 0.62% | 45 |
|
|
2022
Q1 | $1.15M | Buy |
13,512
+3,550
| +36% | +$303K | 0.4% | 67 |
|
|
2021
Q4 | $904K | Buy |
+9,962
| New | +$904K | 0.32% | 71 |
|