HHGA
Halbert Hargrove Global Advisors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.66M | Buy |
+30,794
| New | +$1.66M | 0.09% | 32 |
|
|
2025
Q1 | – | Sell |
-30,110
| Closed | -$1.5M | – | 683 |
|
|
2024
Q4 | $1.5M | Buy |
30,110
+1,388
| +5% | +$69K | 0.08% | 31 |
|
|
2024
Q3 | $1.41M | Sell |
28,722
-187
| -0.6% | -$9.18K | 0.08% | 32 |
|
|
2024
Q2 | $1.35M | Buy |
28,909
+37
| +0.1% | +$1.72K | 0.08% | 32 |
|
|
2024
Q1 | $1.3M | Buy |
28,872
+337
| +1% | +$15.2K | 0.09% | 35 |
|
|
2023
Q4 | $1.14M | Buy |
+28,535
| New | +$1.14M | 0.08% | 42 |
|