HHGA
ESGD icon

Halbert Hargrove Global Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.68M Buy
26,102
+841
+3% +$85.4K 0.12% 31
2026
Q1 		$2.42M Sell
25,261
-117
-0.5% -$11.6K 0.12% 31
2025
Q4 		$2.41M Sell
25,378
-121
-0.5% -$11.4K 0.11% 31
2025
Q3 		$2.37M Buy
25,499
+452
+2% +$40.9K 0.12% 29
2025
Q2 		$2.23M Sell
25,047
-2,268
-8% -$193K 0.12% 30
2025
Q1 		$2.23M Buy
27,315
+4,041
+17% +$326K 0.13% 33
2024
Q4 		$1.77M Buy
23,274
+669
+3% +$53.2K 0.1% 32
2024
Q3 		$1.9M Sell
22,605
-276
-1% -$22.3K 0.1% 32
2024
Q2 		$1.8M Buy
22,881
+146
+0.6% +$11.6K 0.1% 33
2024
Q1 		$1.82M Buy
22,735
+347
+2% +$26.6K 0.12% 35
2023
Q4 		$1.69M Buy
22,388
+911
+4% +$64.5K 0.12% 37
2023
Q3 		$1.48M Sell
21,477
-15,375
-42% -$1.11M 0.11% 34
2023
Q2 		$2.69M Buy
36,852
+2,617
+8% +$191K 0.2% 30
2023
Q1 		$2.46M Buy
34,235
+1,693
+5% +$119K 0.17% 32
2022
Q4 		$2.14M Buy
32,542
+17,001
+109% +$1.07M 0.15% 34
2022
Q3 		$872K Sell
15,541
-18
-0.1% -$1.13K 0.07% 51
2022
Q2 		$976K Sell
15,559
-7
-0% -$478 0.07% 48
2022
Q1 		$1.15M Buy
15,566
+929
+6% +$70K 0.08% 48
2021
Q4 		$1.16M Sell
14,637
-11,718
-44% -$933K 0.07% 46
2021
Q3 		$2.07M Sell
26,355
-1,003
-4% -$80.5K 0.14% 27
2021
Q2 		$2.16M Buy
27,358
+5,128
+23% +$408K 0.14% 29
2021
Q1 		$1.69M Buy
22,230
+1,893
+9% +$143K 0.12% 29
2020
Q4 		$1.49M Sell
20,337
-25
-0.1% -$1.71K 0.11% 26
2020
Q3 		$1.29M Buy
20,362
+15,453
+315% +$987K 0.12% 23
2020
Q2 		$297K Buy
4,909
+245
+5% +$14.1K 0.04% 64
2020
Q1 		$248K Sell
4,664
-12,487
-73% -$786K 0.04% 62
2019
Q4 		$1.18M Buy
17,151
+6,557
+62% +$437K 0.3% 14
2019
Q3 		$679K Buy
10,594
+5,091
+93% +$322K 0.18% 27
2019
Q2 		$354K Buy
5,503
+100
+2% +$6.38K 0.1% 51
2019
Q1 		$341K Buy
+5,403
New +$332K 1.2% 26

Other funds holding ESGD

Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
BDFN
Bond & Devick Financial Network St. Louis Park, Minnesota $406M AUM 16.49% 1-Year Est. Return
HNW
High Note Wealth Deephaven, Minnesota $586M AUM 23.56% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Halbert Hargrove Global Advisors's ESGD Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 3.3% in Q2 2026, buying an estimated $85.4K and bringing the position to 26,102 shares worth $2.68M. The position accounts for 0.12% of the portfolio, ranked #31.

Halbert Hargrove Global Advisors first reported a position in ESGD in Q1 2019 and has held it in 30 quarters since. The position peaked at $2.69M in Q2 2023. 360 funds tracked by Wall St. Rank hold ESGD as of Q2 2026.

  • Halbert Hargrove Global Advisors held 26,102 shares of iShares ESG Aware MSCI EAFE ETF worth $2.68M as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 841 iShares ESG Aware MSCI EAFE ETF shares in Q2 2026, an estimated $85.4K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.12% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #31 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares ESG Aware MSCI EAFE ETF in Q1 2019 and has held it in 30 quarters since.
  • Halbert Hargrove Global Advisors's iShares ESG Aware MSCI EAFE ETF position peaked at $2.69M in Q2 2023.
  • 360 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.