HHGA
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Halbert Hargrove Global Advisors’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio ESGU Stock Details ESGU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.25M Sell
38,183
-1,825
-5% -$289K 0.27% 20
2026
Q1 		$5.66M Buy
40,008
+14
+0% +$2.07K 0.27% 23
2025
Q4 		$5.96M Sell
39,994
-2,063
-5% -$305K 0.28% 21
2025
Q3 		$6.12M Buy
42,057
+319
+0.8% +$44.7K 0.3% 21
2025
Q2 		$5.65M Sell
41,738
-4,272
-9% -$533K 0.29% 21
2025
Q1 		$5.61M Sell
46,010
-199
-0.4% -$25.6K 0.32% 20
2024
Q4 		$5.95M Sell
46,209
-1,781
-4% -$231K 0.33% 20
2024
Q3 		$6.06M Sell
47,990
-4,843
-9% -$588K 0.33% 20
2024
Q2 		$6.3M Sell
52,833
-600
-1% -$68.9K 0.37% 20
2024
Q1 		$6.14M Sell
53,433
-2,124
-4% -$233K 0.4% 26
2023
Q4 		$5.83M Sell
55,557
-10,320
-16% -$1.01M 0.4% 26
2023
Q3 		$6.19M Buy
65,877
+484
+0.7% +$47.4K 0.46% 27
2023
Q2 		$6.37M Buy
65,393
+3,724
+6% +$344K 0.47% 25
2023
Q1 		$5.58M Buy
61,669
+13,585
+28% +$1.2M 0.38% 27
2022
Q4 		$4.08M Buy
48,084
+3,064
+7% +$261K 0.29% 28
2022
Q3 		$3.58M Sell
45,020
-887
-2% -$78.5K 0.28% 27
2022
Q2 		$3.85M Sell
45,907
-13,594
-23% -$1.24M 0.29% 25
2022
Q1 		$6.03M Buy
59,501
+5,274
+10% +$528K 0.4% 24
2021
Q4 		$5.85M Sell
54,227
-1,203
-2% -$126K 0.37% 21
2021
Q3 		$5.46M Buy
55,430
+2,685
+5% +$272K 0.38% 20
2021
Q2 		$5.19M Buy
52,745
+10,287
+24% +$984K 0.34% 21
2021
Q1 		$3.86M Buy
42,458
+4,382
+12% +$390K 0.28% 22
2020
Q4 		$3.28M Buy
38,076
+3,960
+12% +$322K 0.25% 23
2020
Q3 		$2.6M Buy
34,116
+16,693
+96% +$1.26M 0.25% 20
2020
Q2 		$1.22M Buy
17,423
+5,490
+46% +$361K 0.18% 22
2020
Q1 		$686K Sell
11,933
-19,022
-61% -$1.29M 0.12% 26
2019
Q4 		$2.21M Buy
30,955
+10,547
+52% +$718K 0.57% 9
2019
Q3 		$1.33M Buy
20,408
+9,645
+90% +$627K 0.35% 14
2019
Q2 		$695K Sell
10,763
-53
-0.5% -$3.36K 0.19% 20
2019
Q1 		$672K Buy
+10,816
New +$645K 2.37% 9

Other funds holding ESGU

MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its iShares ESG Aware MSCI USA ETF (ESGU) stake by 4.6% in Q2 2026, selling an estimated $289K and leaving 38,183 shares worth $6.25M. The position accounts for 0.27% of the portfolio, ranked #20.

Halbert Hargrove Global Advisors first reported a position in ESGU in Q1 2019 and has held it in 30 quarters since. The position peaked at $6.37M in Q2 2023. 396 funds tracked by Wall St. Rank hold ESGU as of Q2 2026.

  • Halbert Hargrove Global Advisors held 38,183 shares of iShares ESG Aware MSCI USA ETF worth $6.25M as of Q2 2026.
  • Halbert Hargrove Global Advisors sold 1,825 iShares ESG Aware MSCI USA ETF shares in Q2 2026, an estimated $289K.
  • iShares ESG Aware MSCI USA ETF made up 0.27% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #20 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares ESG Aware MSCI USA ETF in Q1 2019 and has held it in 30 quarters since.
  • Halbert Hargrove Global Advisors's iShares ESG Aware MSCI USA ETF position peaked at $6.37M in Q2 2023.
  • 396 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q2 2026.

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