HALBERT HARGROVE GLOBAL ADVISORS, LLC USXF Holdings History
HALBERT HARGROVE GLOBAL ADVISORS, LLC's iShares ESG Advanced MSCI USA ETF Holding Summary
As of 2025-06-30, HALBERT HARGROVE GLOBAL ADVISORS, LLC held 30,794.00 shares of iShares ESG Advanced MSCI USA ETF(USXF), totaling $1.66 Mil. This investment constitutes 0.09% of their stock portfolio, and HALBERT HARGROVE GLOBAL ADVISORS, LLC now holds 0.14% of the outstanding iShares ESG Advanced MSCI USA ETF(USXF) stock.
The initial trade took place in 2023Q4. And since then HALBERT HARGROVE GLOBAL ADVISORS, LLC has made 5 purchases of USXF, at an average price of $43.11, for a total of 61,091.00 shares. In addition, there have been 2 sales at an average price of $49.64 for 30,297.00 shares. Based on historical transaction data and USXF's current price of $55.32, HALBERT HARGROVE GLOBAL ADVISORS, LLC's estimated gain on his USXF holdings is $573,868.02, reflecting a 21.79% gain to date.
HALBERT HARGROVE GLOBAL ADVISORS, LLC USXF ($55.32) Holding Chart
HALBERT HARGROVE GLOBAL ADVISORS, LLC USXF ($55.32) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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