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Halbert Hargrove Global Advisors’s iShares Morningstar Value ETF ILCV Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio ILCV Stock Details ILCV Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$58.6K Sell
703
-132
-16% -$11K ﹤0.01% 131
2025
Q1 		$68K Sell
835
-45
-5% -$3.67K ﹤0.01% 125
2024
Q4 		$71.3K Buy
+880
New +$71.3K ﹤0.01% 114