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 Q3	$266K	Hold	12,102	–	–	0.01%	91
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	$1.36M	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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stanich Group Montauk, New York $207M AUM 17.01% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Sharkey, Howes & Javer Denver, Colorado $830M AUM 12.73% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

Birchbrook Bangor, Maine $209M AUM 12.33% 1-Year Est. Return

Halbert Hargrove Global Advisors's SUSC Position: Q3 2026 in Review

Halbert Hargrove Global Advisors held its iShares ESG Aware USD Corporate Bond ETF (SUSC) position steady in Q3 2026 at 12,102 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #91.

Halbert Hargrove Global Advisors first reported a position in SUSC in Q1 2019 and has held it in 26 quarters since. The position peaked at $1.77M in Q1 2021. 73 funds tracked by Wall St. Rank hold SUSC as of Q3 2026.

Halbert Hargrove Global Advisors held 12,102 shares of iShares ESG Aware USD Corporate Bond ETF worth $266K as of Q3 2026.
Halbert Hargrove Global Advisors left its iShares ESG Aware USD Corporate Bond ETF share count unchanged in Q3 2026.
iShares ESG Aware USD Corporate Bond ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #91 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 26 quarters since.
Halbert Hargrove Global Advisors's iShares ESG Aware USD Corporate Bond ETF position peaked at $1.77M in Q1 2021.
73 funds tracked by Wall St. Rank held iShares ESG Aware USD Corporate Bond ETF as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.