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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
Q2 		$280K Buy
12,102
+2,860
+31% +$66.1K 0.01% 88
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 $424B AUM 22.96% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Halbert Hargrove Global Advisors increased its iShares ESG Aware USD Corporate Bond ETF (SUSC) stake by 31% in Q2 2026, buying an estimated $66.1K and bringing the position to 12,102 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #88.

Halbert Hargrove Global Advisors first reported a position in SUSC in Q1 2019 and has held it in 25 quarters since. The position peaked at $1.77M in Q1 2021. 305 funds tracked by Wall St. Rank hold SUSC as of Q2 2026.

  • Halbert Hargrove Global Advisors held 12,102 shares of iShares ESG Aware USD Corporate Bond ETF worth $280K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 2,860 iShares ESG Aware USD Corporate Bond ETF shares in Q2 2026, an estimated $66.1K.
  • iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #88 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 25 quarters since.
  • Halbert Hargrove Global Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.77M in Q1 2021.
  • 305 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q2 2026.

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