HHGA
Halbert Hargrove Global Advisors’s iShares ESG Aware MSCI USA Small-Cap ETF ESML Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $169K | Sell |
4,090
-300
| -7% | -$12.4K | 0.01% | 81 |
|
|
2025
Q1 | $169K | Hold |
4,390
| – | – | 0.01% | 79 |
|
|
2024
Q4 | $185K | Buy |
+4,390
| New | +$185K | 0.01% | 78 |
|
|
2022
Q2 | – | Sell |
-5,949
| Closed | -$226K | – | 150 |
|
|
2022
Q1 | $226K | Sell |
5,949
-100
| -2% | -$3.8K | 0.01% | 144 |
|
|
2021
Q4 | $244K | Buy |
6,049
+7
| +0.1% | +$282 | 0.02% | 130 |
|
|
2021
Q3 | $236K | Buy |
6,042
+10
| +0.2% | +$391 | 0.02% | 125 |
|
|
2021
Q2 | $244K | Buy |
6,032
+5
| +0.1% | +$202 | 0.02% | 126 |
|
|
2021
Q1 | $232K | Buy |
6,027
+8
| +0.1% | +$308 | 0.02% | 111 |
|
|
2020
Q4 | $205K | Sell |
6,019
-2,623
| -30% | -$89.3K | 0.02% | 110 |
|
|
2020
Q3 | $229K | Buy |
8,642
+154
| +2% | +$4.08K | 0.02% | 87 |
|
|
2020
Q2 | $213K | Buy |
+8,488
| New | +$213K | 0.03% | 79 |
|