Halbert Hargrove Global Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Halbert Hargrove Global Advisors’s Portfolio USXF Stock Details USXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.74M	Sell
2025 Q2	$1.66M	Buy
2025 Q1	–	Sell
2024 Q4	$1.5M	Buy
2024 Q3	$1.41M	Sell
2024 Q2	$1.35M	Buy
2024 Q1	$1.3M	Buy
2023 Q4	$1.14M	Buy