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Halbert Hargrove Global Advisors’s iShares ESG Aware USD Corporate Bond ETF SUSC Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio SUSC Stock Details SUSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$214K Hold
9,242
– – 0.01% 92
2025
Q4 		$216K Buy
9,242
+360
+4% +$8.47K 0.01% 88
2025
Q3 		$209K Buy
8,882
+2,764
+45% +$64.4K 0.01% 103
2025
Q2 		$142K Hold
6,118
– – 0.01% 97
2025
Q1 		$141K Sell
6,118
-37,540
-86% -$859K 0.01% 98
2024
Q4 		$992K Buy
43,658
+1,191
+3% +$27.6K 0.06% 48
2024
Q3 		$1.01M Buy
42,467
+8,311
+24% +$194K 0.06% 48
2024
Q2 		$776K Buy
34,156
+3,523
+12% +$79.7K 0.05% 52
2024
Q1 		$704K Buy
30,633
+2,729
+10% +$62.6K 0.05% 57
2023
Q4 		$649K Buy
27,904
+234
+0.8% +$5.17K 0.04% 56
2023
Q3 		$602K Buy
+27,670
New +$617K 0.04% 54
2022
Q2 		– Sell
-52,787
Closed -$1.33M – 172
2022
Q1 		$1.33M Sell
52,787
-856
-2% -$22.2K 0.09% 40
2021
Q4 		$1.46M Buy
53,643
+5,500
+11% +$151K 0.09% 39
2021
Q3 		$1.32M Buy
48,143
+1,737
+4% +$48.4K 0.09% 32
2021
Q2 		$1.29M Sell
46,406
-19,445
-30% -$531K 0.08% 38
2021
Q1 		$1.77M Buy
65,851
+18,053
+38% +$497K 0.13% 27
2020
Q4 		$1.35M Buy
47,798
+3,726
+8% +$104K 0.1% 30
2020
Q3 		$1.22M Buy
44,072
+9,437
+27% +$264K 0.12% 27
2020
Q2 		$957K Sell
34,635
-6,699
-16% -$180K 0.14% 27
2020
Q1 		$1.06M Sell
41,334
-89
-0.2% -$2.35K 0.19% 22
2019
Q4 		$1.1M Buy
41,423
+13,083
+46% +$345K 0.28% 17
2019
Q3 		$745K Buy
28,340
+14,374
+103% +$376K 0.2% 24
2019
Q2 		$361K Buy
13,966
+118
+0.9% +$2.96K 0.1% 48
2019
Q1 		$346K Buy
+13,848
New +$338K 1.22% 24

Other funds holding SUSC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Halbert Hargrove Global Advisors's SUSC Position: Q1 2026 in Review

Halbert Hargrove Global Advisors held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q1 2026 at 9,242 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #92.

Halbert Hargrove Global Advisors first reported a position in SUSC in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.77M in Q1 2021. 298 funds tracked by Wall St. Rank hold SUSC as of Q1 2026.

  • Halbert Hargrove Global Advisors held 9,242 shares of iShares ESG Aware USD Corporate Bond ETF worth $214K as of Q1 2026.
  • Halbert Hargrove Global Advisors left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q1 2026.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #92 holding.
  • Halbert Hargrove Global Advisors first reported a position in iShares ESG Aware USD Corporate Bond ETF in Q1 2019 and has held it in 24 quarters since.
  • Halbert Hargrove Global Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.77M in Q1 2021.
  • 298 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.