SDG β€” ISHARES MSCI GLB SUST

Ownership history in ORG Partners LLC  Β·  6 quarters on record

AI Ownership Summary

ORG Partners LLC reported ISHARES MSCI GLB SUST (SDG) in 6 quarterly 13F filings from 2024 Q2 through 2025 Q3. The latest visible filing shows SDG at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SDG ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ORG Partners LLC's position in ISHARES MSCI GLB SUST, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

SDG was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How ORG Partners LLC held SDG β€” position size vs. price
% of Fund (quarterly)    SDG price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 169 β€” 0% 0.00% $14K 2025-10-24 $83.49
2025 Q2 UNCHANGED 169 β€” 0% 0.00% $13K 2025-07-16 $76.30
2025 Q1 UNCHANGED 169 β€” 0% 0.00% $12K 2025-04-21 $68.93
2024 Q4 UNCHANGED 169 β€” 0% 0.00% $12K 2025-01-10 $68.32
2024 Q3 UNCHANGED 169 β€” 0% 0.00% $14K 2024-10-11 $80.73
2024 Q2 INITIATED 169 β€” β€” 0.00% $13K 2024-07-16 $75.86

FAQ About ORG Partners LLC and SDG

These are the practical questions this page is built to answer before you even open the full history table.

How long has ORG Partners LLC reported owning SDG?

ORG Partners LLC reported SDG across 6 quarterly 13F filings, from 2024 Q2 through 2025 Q3.

What was the largest reported SDG position in ORG Partners LLC's portfolio?

The largest reported portfolio weight for SDG was 0.00% in 2025 Q1.

What is the latest reported SDG position on this page?

The most recent filing on this page is 2025 Q3, when ORG Partners LLC reported 169 shares, equal to 0.00% of portfolio, with an estimated market value of $14K.

What does the chart on this SDG ownership page compare?

The chart compares ORG Partners LLC's quarterly SDG portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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