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
2026 Q1	–	Sell	-30,757	Closed	-$1.78M	–	371
2025 Q4	$1.77M	Buy	30,757 +402	+1%	+$23.1K	0.08%	37
2025 Q3	$1.74M	Sell	30,355 -439	-1%	-$24.5K	0.08%	38
2025 Q2	$1.66M	Buy	+30,794	New	+$1.5M	0.09%	36
2025 Q1	–	Sell	-30,110	Closed	-$1.5M	–	696
2024 Q4	$1.5M	Buy	30,110 +1,388	+5%	+$70.5K	0.08%	35
2024 Q3	$1.41M	Sell	28,722 -187	-0.6%	-$8.82K	0.08%	37
2024 Q2	$1.35M	Buy	28,909 +37	+0.1%	+$1.65K	0.08%	38
2024 Q1	$1.3M	Buy	28,872 +337	+1%	+$14.3K	0.09%	41
2023 Q4	$1.14M	Buy	+28,535	New	+$1.04M	0.08%	47

Other funds holding USXF

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

Halbert Hargrove Global Advisors sold out of iShares ESG Advanced MSCI USA ETF (USXF) in Q1 2026, closing a stake of 30,757 shares — an estimated $1.78M sold.

Halbert Hargrove Global Advisors first reported a position in USXF in Q4 2023 and held it in 8 quarters. The position peaked at $1.77M in Q4 2025. 270 funds tracked by Wall St. Rank hold USXF as of Q1 2026.

Halbert Hargrove Global Advisors reported no remaining iShares ESG Advanced MSCI USA ETF position as of Q1 2026 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 30,757 iShares ESG Advanced MSCI USA ETF shares in Q1 2026, an estimated $1.78M.
Halbert Hargrove Global Advisors first reported a position in iShares ESG Advanced MSCI USA ETF in Q4 2023 and held it in 8 quarters.
Halbert Hargrove Global Advisors's iShares ESG Advanced MSCI USA ETF position peaked at $1.77M in Q4 2025.
270 funds tracked by Wall St. Rank held iShares ESG Advanced MSCI USA ETF as of Q1 2026.

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