HHGA
SDG icon

Halbert Hargrove Global Advisors’s iShares MSCI Global Sustainable Development Goals ETF SDG Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio SDG Stock Details SDG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$624K Buy
6,979
+31
+0.4% +$2.77K 0.03% 61
2026
Q1 		$583K Sell
6,948
-21
-0.3% -$1.78K 0.03% 58
2025
Q4 		$587K Sell
6,969
-350
-5% -$29.5K 0.03% 61
2025
Q3 		$609K Hold
7,319
– – 0.03% 64
2025
Q2 		$555K Sell
7,319
-21
-0.3% -$1.55K 0.03% 52
2025
Q1 		$531K Sell
7,340
-5,179
-41% -$380K 0.03% 55
2024
Q4 		$896K Buy
12,519
+478
+4% +$37.3K 0.05% 51
2024
Q3 		$1.02M Sell
12,041
-290
-2% -$22.8K 0.06% 46
2024
Q2 		$926K Sell
12,331
-250
-2% -$19.5K 0.05% 48
2024
Q1 		$990K Buy
12,581
+1,178
+10% +$91.3K 0.06% 49
2023
Q4 		$924K Buy
11,403
+352
+3% +$26.6K 0.06% 50
2023
Q3 		$824K Sell
11,051
-230
-2% -$18.1K 0.06% 46
2023
Q2 		$892K Buy
11,281
+344
+3% +$27.3K 0.07% 44
2023
Q1 		$866K Buy
10,937
+428
+4% +$34.1K 0.06% 55
2022
Q4 		$829K Buy
10,509
+131
+1% +$9.98K 0.06% 51
2022
Q3 		$735K Sell
10,378
-168
-2% -$13.3K 0.06% 58
2022
Q2 		$842K Sell
10,546
-41
-0.4% -$3.38K 0.06% 56
2022
Q1 		$903K Buy
10,587
+1,469
+16% +$127K 0.06% 59
2021
Q4 		$828K Sell
9,118
-494
-5% -$46.2K 0.05% 61
2021
Q3 		$923K Buy
9,612
+162
+2% +$15.9K 0.06% 46
2021
Q2 		$939K Buy
9,450
+1,203
+15% +$117K 0.06% 46
2021
Q1 		$782K Buy
8,247
+508
+7% +$49K 0.06% 49
2020
Q4 		$722K Sell
7,739
-291
-4% -$25K 0.05% 43
2020
Q3 		$646K Buy
8,030
+1,616
+25% +$124K 0.06% 38
2020
Q2 		$437K Sell
6,414
-566
-8% -$35.9K 0.06% 43
2020
Q1 		$401K Sell
6,980
-37
-0.5% -$2.39K 0.07% 41
2019
Q4 		$459K Buy
+7,017
New +$435K 0.12% 40

Other funds holding SDG

HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BB
Berkshire Bank Pittsfield, Massachusetts $518M AUM 22.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
WSWA
Warren Street Wealth Advisors Newport Beach, California $448M AUM 27.21% 1-Year Est. Return
AWC
Abundance Wealth Counselors State College, Pennsylvania $1.54B AUM 31.07% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Halbert Hargrove Global Advisors increased its iShares MSCI Global Sustainable Development Goals ETF (SDG) stake by 0.45% in Q2 2026, buying an estimated $2.77K and bringing the position to 6,979 shares worth $624K. The position accounts for 0.03% of the portfolio, ranked #61.

Halbert Hargrove Global Advisors first reported a position in SDG in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.02M in Q3 2024. 30 funds tracked by Wall St. Rank hold SDG as of Q2 2026.

  • Halbert Hargrove Global Advisors held 6,979 shares of iShares MSCI Global Sustainable Development Goals ETF worth $624K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 31 iShares MSCI Global Sustainable Development Goals ETF shares in Q2 2026, an estimated $2.77K.
  • iShares MSCI Global Sustainable Development Goals ETF made up 0.03% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #61 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares MSCI Global Sustainable Development Goals ETF in Q4 2019 and has held it in 27 quarters since.
  • Halbert Hargrove Global Advisors's iShares MSCI Global Sustainable Development Goals ETF position peaked at $1.02M in Q3 2024.
  • 30 funds tracked by Wall St. Rank held iShares MSCI Global Sustainable Development Goals ETF as of Q2 2026.

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