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Impact Shares Sustainable Development Goals Global Equity (SDGA) ETF Holdings & Analysis

ETFOther

$22.52-0.55%
1-year price historyRange $19.68 – $25.92
52-week range$22.52
$21.31$23.20

What SDGA does

Under typical circumstances, this exchange-traded fund (ETF) intends to commit a minimum of 80% of its combined assets, along with any borrowed capital utilized for investment, into the individual holdings that make up its reference index. This underlying index is systematically developed using a defined set of rules to identify and select companies demonstrating particular characteristics from the broader Morningstar Global Markets Large-Mid Index. It should also be noted that this fund operates on a non-diversified basis.

Fund profile

Category
Other
AUM
$6.76M
52-week high
$23.20
52-week low
$21.31

Sector allocation

Basic Materials3.64%
Communication Services4.21%
Consumer Cyclical10.82%
Consumer Defensive13.38%
Financial Services22.97%
Healthcare20.52%
Industrials7.84%
Real Estate1.06%
Technology15.34%
Utilities0.22%

PortView Portfolio Insights

PortView analyzes how SDGA fits your actual portfolio — position weight, ETF overlap with your other funds, sector and geographic exposure, concentration, and how this fund contributes to your portfolio risk and return. Connect a portfolio to see your personalized figures; PortView never shows another user's private holdings.

Analyze SDGA in PortView →

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Frequently asked questions

What does SDGA track?
SDGA is the Impact Shares Sustainable Development Goals Global Equity ETF, a Other ETF.
What is the expense ratio of SDGA?
Expense ratio data for SDGA is shown on the page when available from our data provider.
What are the largest holdings in SDGA?
SDGA's top holdings are listed on this page when available.
How can PortView analyze SDGA overlap with other ETFs?
PortView computes the holdings overlap between SDGA and the other ETFs and stocks you own, plus your combined sector and geographic exposure, so you can see true diversification.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.