SDG — ISHARES MSCI GLB SUST

Ownership history in ORG Partners LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which ORG Partners LLC reported a position in ISHARES MSCI GLB SUST (SDG). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 169 — 0% 0.00% $14K $82.37
2025 Q2 UNCHANGED 169 — 0% 0.00% $13K $75.10
2025 Q1 UNCHANGED 169 — 0% 0.00% $12K $70.89
2024 Q4 UNCHANGED 169 — 0% 0.00% $12K $70.07
2024 Q3 UNCHANGED 169 — 0% 0.00% $14K $82.37
2024 Q2 INITIATED 169 — — 0.00% $13K —
% of Fund (quarterly)    SDG price (monthly, adj. close)

Other funds also holding SDG

As of 2025 Q4 — sorted by position size

KilterHowling LLC 0.19% Weil Company, Inc. 3Y 7Y 0.16% Beacon Bank & Trust 3Y 0.16% Ameraudi Asset Management, Inc. 3Y 0.12% Warren Street Wealth Advisors, LLC 3Y 0.11% FOSTER DYKEMA CABOT & PARTNERS, LLC 0.11% LFA - Lugano Financial Advisors SA 3Y 7Y 0.11% Tolleson Wealth Management, Inc. 3Y 0.11% REGATTA CAPITAL GROUP, LLC 3Y 0.09% Brio Consultants, LLC 3Y 7Y 0.09%
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