HHGA
Halbert Hargrove Global Advisors’s iShares ESG Advanced MSCI EAFE ETF DMXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $536K | Sell |
7,205
-10,268
| -59% | -$764K | 0.03% | 47 |
|
|
2025
Q1 | $1.18M | Buy |
+17,473
| New | +$1.18M | 0.07% | 34 |
|
|
2024
Q4 | – | Sell |
-17,119
| Closed | -$1.23M | – | 309 |
|
|
2024
Q3 | $1.23M | Sell |
17,119
-1,645
| -9% | -$119K | 0.07% | 36 |
|
|
2024
Q2 | $1.27M | Buy |
18,764
+90
| +0.5% | +$6.07K | 0.07% | 33 |
|
|
2024
Q1 | $1.27M | Buy |
18,674
+443
| +2% | +$30.2K | 0.08% | 36 |
|
|
2023
Q4 | $1.16M | Buy |
+18,231
| New | +$1.16M | 0.08% | 40 |
|