HHGA
Halbert Hargrove Global Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
7,319
-21
| -0.3% | -$1.59K | 0.03% | 45 |
|
|
2025
Q1 | $531K | Sell |
7,340
-5,179
| -41% | -$375K | 0.03% | 48 |
|
|
2024
Q4 | $896K | Buy |
12,519
+478
| +4% | +$34.2K | 0.05% | 44 |
|
|
2024
Q3 | $1.02M | Sell |
12,041
-290
| -2% | -$24.6K | 0.06% | 39 |
|
|
2024
Q2 | $926K | Sell |
12,331
-250
| -2% | -$18.8K | 0.05% | 41 |
|
|
2024
Q1 | $990K | Buy |
12,581
+1,178
| +10% | +$92.7K | 0.06% | 42 |
|
|
2023
Q4 | $924K | Buy |
11,403
+352
| +3% | +$28.5K | 0.06% | 45 |
|
|
2023
Q3 | $824K | Sell |
11,051
-230
| -2% | -$17.1K | 0.06% | 43 |
|
|
2023
Q2 | $892K | Buy |
11,281
+344
| +3% | +$27.2K | 0.07% | 40 |
|
|
2023
Q1 | $866K | Buy |
10,937
+428
| +4% | +$33.9K | 0.06% | 52 |
|
|
2022
Q4 | $829K | Buy |
10,509
+131
| +1% | +$10.3K | 0.06% | 48 |
|
|
2022
Q3 | $735K | Sell |
10,378
-168
| -2% | -$11.9K | 0.06% | 54 |
|
|
2022
Q2 | $842K | Sell |
10,546
-41
| -0.4% | -$3.27K | 0.06% | 52 |
|
|
2022
Q1 | $903K | Buy |
10,587
+1,469
| +16% | +$125K | 0.06% | 55 |
|
|
2021
Q4 | $828K | Sell |
9,118
-494
| -5% | -$44.9K | 0.05% | 58 |
|
|
2021
Q3 | $923K | Buy |
9,612
+162
| +2% | +$15.6K | 0.06% | 46 |
|
|
2021
Q2 | $939K | Buy |
9,450
+1,203
| +15% | +$120K | 0.06% | 44 |
|
|
2021
Q1 | $782K | Buy |
8,247
+508
| +7% | +$48.2K | 0.06% | 46 |
|
|
2020
Q4 | $722K | Sell |
7,739
-291
| -4% | -$27.1K | 0.05% | 41 |
|
|
2020
Q3 | $646K | Buy |
8,030
+1,616
| +25% | +$130K | 0.06% | 37 |
|
|
2020
Q2 | $437K | Sell |
6,414
-566
| -8% | -$38.6K | 0.06% | 41 |
|
|
2020
Q1 | $401K | Sell |
6,980
-37
| -0.5% | -$2.13K | 0.07% | 41 |
|
|
2019
Q4 | $459K | Buy |
+7,017
| New | +$459K | 0.12% | 35 |
|