HHGA
Halbert Hargrove Global Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.31M | Sell |
33,350
-1,749
| -5% | -$68.5K | 0.07% | 36 |
|
|
2025
Q1 | $1.23M | Buy |
35,099
+527
| +2% | +$18.4K | 0.07% | 33 |
|
|
2024
Q4 | $1.15M | Buy |
34,572
+535
| +2% | +$17.9K | 0.06% | 37 |
|
|
2024
Q3 | $1.24M | Sell |
34,037
-1,040
| -3% | -$37.9K | 0.07% | 35 |
|
|
2024
Q2 | $1.18M | Sell |
35,077
-202
| -0.6% | -$6.77K | 0.07% | 35 |
|
|
2024
Q1 | $1.14M | Buy |
35,279
+2,756
| +8% | +$88.8K | 0.07% | 40 |
|
|
2023
Q4 | $1.04M | Buy |
32,523
+3,389
| +12% | +$109K | 0.07% | 43 |
|
|
2023
Q3 | $882K | Sell |
29,134
-54
| -0.2% | -$1.64K | 0.07% | 41 |
|
|
2023
Q2 | $923K | Buy |
29,188
+326
| +1% | +$10.3K | 0.07% | 38 |
|
|
2023
Q1 | $909K | Buy |
28,862
+2,402
| +9% | +$75.6K | 0.06% | 47 |
|
|
2022
Q4 | $796K | Buy |
26,460
+316
| +1% | +$9.5K | 0.06% | 51 |
|
|
2022
Q3 | $723K | Sell |
26,144
-7,220
| -22% | -$200K | 0.06% | 55 |
|
|
2022
Q2 | $1.08M | Sell |
33,364
-41
| -0.1% | -$1.33K | 0.08% | 39 |
|
|
2022
Q1 | $1.23M | Buy |
33,405
+3,824
| +13% | +$140K | 0.08% | 42 |
|
|
2021
Q4 | $1.18M | Sell |
29,581
-1,049
| -3% | -$41.7K | 0.07% | 41 |
|
|
2021
Q3 | $1.27M | Buy |
30,630
+6,576
| +27% | +$272K | 0.09% | 34 |
|
|
2021
Q2 | $1.09M | Buy |
24,054
+3,581
| +17% | +$162K | 0.07% | 41 |
|
|
2021
Q1 | $887K | Buy |
20,473
+1,509
| +8% | +$65.4K | 0.06% | 40 |
|
|
2020
Q4 | $796K | Sell |
18,964
-1,227
| -6% | -$51.5K | 0.06% | 38 |
|
|
2020
Q3 | $719K | Buy |
20,191
+5,768
| +40% | +$205K | 0.07% | 34 |
|
|
2020
Q2 | $463K | Sell |
14,423
-1,188
| -8% | -$38.1K | 0.07% | 37 |
|
|
2020
Q1 | $427K | Buy |
15,611
+407
| +3% | +$11.1K | 0.07% | 35 |
|
|
2019
Q4 | $546K | Buy |
15,204
+4,656
| +44% | +$167K | 0.14% | 31 |
|
|
2019
Q3 | $343K | Buy |
+10,548
| New | +$343K | 0.09% | 50 |
|