Regatta Capital Group
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
Q3 		$692K Buy
7,920
+1
+0% +$90 0.09% 125
2026
Q2 		$708K Buy
7,919
+179
+2% +$16K 0.1% 119
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

Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Foster Dykema Cabot & Partners
Foster Dykema Cabot & Partners Waltham, Massachusetts $1.9B AUM 15.88% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Larson Financial Group
Larson Financial Group St Louis, Missouri $4.11B AUM 23.62% 1-Year Est. Return

Regatta Capital Group's SDG Position: Q3 2026 in Review

Regatta Capital Group increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.01% in Q3 2026, buying an estimated $90 and bringing the position to 7,920 shares worth $692K. The position accounts for 0.09% of the portfolio, ranked #125.

Regatta Capital Group first reported a position in SDG in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.39M in Q2 2023. 62 funds tracked by Wall St. Rank hold SDG as of Q3 2026.

  • Regatta Capital Group held 7,920 shares of iShares MSCI Global Sustainable Development Goals ETF worth $692K as of Q3 2026.
  • Regatta Capital Group bought 1 iShares MSCI Global Sustainable Development Goals ETF share in Q3 2026, an estimated $90.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.09% of Regatta Capital Group's portfolio in Q3 2026, its #125 holding.
  • Regatta Capital Group first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2021 and has held it in 20 quarters since.
  • Regatta Capital Group's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.39M in Q2 2023.
  • 62 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q3 2026.

Based on Regatta Capital Group's 13F filing for Q3 2026, filed 23 Oct 2026.