RCG
SDG icon

Regatta Capital Group’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Regatta Capital Group’s Portfolio SDG Stock Details SDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$650K Buy
7,740
+474
+7% +$40.3K 0.1% 119
2025
Q4 		$612K Sell
7,266
-427
-6% -$36K 0.09% 126
2025
Q3 		$640K Sell
7,693
-170
-2% -$13.6K 0.1% 122
2025
Q2 		$596K Sell
7,863
-311
-4% -$22.9K 0.1% 123
2025
Q1 		$592K Sell
8,174
-2,149
-21% -$158K 0.11% 110
2024
Q4 		$739K Sell
10,323
-582
-5% -$45.4K 0.14% 93
2024
Q3 		$925K Sell
10,905
-2,187
-17% -$172K 0.18% 85
2024
Q2 		$983K Sell
13,092
-1,326
-9% -$103K 0.21% 78
2024
Q1 		$1.13M Sell
14,418
-887
-6% -$68.7K 0.26% 68
2023
Q4 		$1.24M Sell
15,305
-1,401
-8% -$106K 0.33% 60
2023
Q3 		$1.24M Sell
16,706
-857
-5% -$67.5K 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% -$92.4K 0.42% 55
2022
Q3 		$1.3M Hold
16,239
– – 0.53% 50
2022
Q2 		$1.3M Buy
16,239
+2,727
+20% +$225K 0.62% 45
2022
Q1 		$1.15M Buy
13,512
+3,550
+36% +$307K 0.4% 67
2021
Q4 		$904K Buy
+9,962
New +$932K 0.32% 71

Other funds holding SDG

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FDCP
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.57B AUM 20.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regatta Capital Group's SDG Position: Q1 2026 in Review

Regatta Capital Group increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 6.5% in Q1 2026, buying an estimated $40.3K and bringing the position to 7,740 shares worth $650K. The position accounts for 0.1% of the portfolio, ranked #119.

Regatta Capital Group first reported a position in SDG in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.39M in Q2 2023. 102 funds tracked by Wall St. Rank hold SDG as of Q1 2026.

  • Regatta Capital Group held 7,740 shares of iShares MSCI Global Sustainable Development Goals ETF worth $650K as of Q1 2026.
  • Regatta Capital Group bought 474 iShares MSCI Global Sustainable Development Goals ETF shares in Q1 2026, an estimated $40.3K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.1% of Regatta Capital Group's portfolio in Q1 2026, its #119 holding.
  • Regatta Capital Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and has held it in 18 quarters since.
  • Regatta Capital Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.39M in Q2 2023.
  • 102 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q1 2026.

Based on Regatta Capital Group's 13F filing for Q1 2026, filed 15 Apr 2026.