Halbert Hargrove Global Advisors’s iShares Morningstar Growth ETF ILCG Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio ILCG Stock Details ILCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$187K	Sell	1,595 -201	-11%	-$22.5K	0.01%	110
2026 Q1	$171K	Hold	1,796	–	–	0.01%	103
2025 Q4	$187K	Sell	1,796 -225	-11%	-$23.5K	0.01%	98
2025 Q3	$211K	Hold	2,021	–	–	0.01%	100
2025 Q2	$196K	Hold	2,021	–	–	0.01%	85
2025 Q1	$164K	Buy	2,021 +1,581	+359%	+$140K	0.01%	93
2024 Q4	$39.4K	Buy	+440	New	+$38.9K	﹤0.01%	163

Other funds holding ILCG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Clearstead Trust Portland, Maine $765M AUM 36.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

BDWCC

B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Halbert Hargrove Global Advisors reduced its iShares Morningstar Growth ETF (ILCG) stake by 11% in Q2 2026, selling an estimated $22.5K and leaving 1,595 shares worth $187K. The position accounts for 0.01% of the portfolio, ranked #110.

Halbert Hargrove Global Advisors first reported a position in ILCG in Q4 2024 and has held it in 7 quarters since. The position peaked at $211K in Q3 2025. 351 funds tracked by Wall St. Rank hold ILCG as of Q2 2026.

Halbert Hargrove Global Advisors held 1,595 shares of iShares Morningstar Growth ETF worth $187K as of Q2 2026.
Halbert Hargrove Global Advisors sold 201 iShares Morningstar Growth ETF shares in Q2 2026, an estimated $22.5K.
iShares Morningstar Growth ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #110 holding.
Halbert Hargrove Global Advisors first reported a position in iShares Morningstar Growth ETF in Q4 2024 and has held it in 7 quarters since.
Halbert Hargrove Global Advisors's iShares Morningstar Growth ETF position peaked at $211K in Q3 2025.
351 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q2 2026.

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