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Halbert Hargrove Global Advisors’s iShares ESG Aware MSCI EM ETF ESGE Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio ESGE Stock Details ESGE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.68M Sell
30,686
-1,188
-4% -$62.1K 0.07% 40
2026
Q1 		$1.45M Sell
31,874
-890
-3% -$42.1K 0.07% 45
2025
Q4 		$1.45M Sell
32,764
-528
-2% -$23.3K 0.07% 45
2025
Q3 		$1.45M Sell
33,292
-58
-0.2% -$2.37K 0.07% 41
2025
Q2 		$1.31M Sell
33,350
-1,749
-5% -$63.3K 0.07% 42
2025
Q1 		$1.23M Buy
35,099
+527
+2% +$18.4K 0.07% 38
2024
Q4 		$1.15M Buy
34,572
+535
+2% +$18.9K 0.06% 44
2024
Q3 		$1.24M Sell
34,037
-1,040
-3% -$35.5K 0.07% 41
2024
Q2 		$1.18M Sell
35,077
-202
-0.6% -$6.65K 0.07% 42
2024
Q1 		$1.14M Buy
35,279
+2,756
+8% +$86.8K 0.07% 46
2023
Q4 		$1.04M Buy
32,523
+3,389
+12% +$105K 0.07% 48
2023
Q3 		$882K Sell
29,134
-54
-0.2% -$1.71K 0.07% 44
2023
Q2 		$923K Buy
29,188
+326
+1% +$10.2K 0.07% 42
2023
Q1 		$909K Buy
28,862
+2,402
+9% +$76.1K 0.06% 50
2022
Q4 		$796K Buy
26,460
+316
+1% +$9.26K 0.06% 54
2022
Q3 		$723K Sell
26,144
-7,220
-22% -$225K 0.06% 59
2022
Q2 		$1.08M Sell
33,364
-41
-0.1% -$1.39K 0.08% 42
2022
Q1 		$1.23M Buy
33,405
+3,824
+13% +$147K 0.08% 44
2021
Q4 		$1.18M Sell
29,581
-1,049
-3% -$43.2K 0.07% 44
2021
Q3 		$1.27M Buy
30,630
+6,576
+27% +$281K 0.09% 34
2021
Q2 		$1.09M Buy
24,054
+3,581
+17% +$159K 0.07% 43
2021
Q1 		$887K Buy
20,473
+1,509
+8% +$67.1K 0.06% 43
2020
Q4 		$796K Sell
18,964
-1,227
-6% -$47.8K 0.06% 40
2020
Q3 		$719K Buy
20,191
+5,768
+40% +$204K 0.07% 35
2020
Q2 		$463K Sell
14,423
-1,188
-8% -$35.7K 0.07% 39
2020
Q1 		$427K Buy
15,611
+407
+3% +$13.4K 0.07% 35
2019
Q4 		$546K Buy
15,204
+4,656
+44% +$160K 0.14% 35
2019
Q3 		$343K Buy
+10,548
New +$347K 0.09% 57

Other funds holding ESGE

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Empower Advisory Group
Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return
WL
WIT LLC District Of Columbia, District of Columbia $6.26B AUM 22.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $15B AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its iShares ESG Aware MSCI EM ETF (ESGE) stake by 3.7% in Q2 2026, selling an estimated $62.1K and leaving 30,686 shares worth $1.68M. The position accounts for 0.07% of the portfolio, ranked #40.

Halbert Hargrove Global Advisors first reported a position in ESGE in Q3 2019 and has held it in 28 quarters since. 633 funds tracked by Wall St. Rank hold ESGE as of Q2 2026.

  • Halbert Hargrove Global Advisors held 30,686 shares of iShares ESG Aware MSCI EM ETF worth $1.68M as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 1,188 iShares ESG Aware MSCI EM ETF shares in Q2 2026, an estimated $62.1K.
  • iShares ESG Aware MSCI EM ETF made up 0.07% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #40 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares ESG Aware MSCI EM ETF in Q3 2019 and has held it in 28 quarters since.
  • 633 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EM ETF as of Q2 2026.

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