Holdings
Halbert Hargrove Global Advisors, LLC
As of Sep 30, 2026, Halbert Hargrove Global Advisors, LLC reported 345 positions worth US$2.27B. Largest: iShares Core S&P 500 ETF, iShares U.S. Equity Factor ETF and WisdomTree U.S. Efficient Core Fund. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| iShares Core S&P 500 ETF | 490K | US$375M | new | Sep 30, 2026 |
| iShares U.S. Equity Factor ETF | 3.66M | US$285M | new | Sep 30, 2026 |
| WisdomTree U.S. Efficient Core Fund | 4.82M | US$282M | new | Sep 30, 2026 |
| WisdomTree US Adaptive Moving Average Fund | 7.4M | US$198M | new | Sep 30, 2026 |
| iShares Core MSCI EAFE ETF | 1.86M | US$180M | new | Sep 30, 2026 |
| iShares Core MSCI Emerging Markets ETF | 2.17M | US$176M | new | Sep 30, 2026 |
| WisdomTree International Efficient Core Fund | 3.13M | US$144M | new | Sep 30, 2026 |
| iShares International Equity Factor ETF | 3.39M | US$141M | new | Sep 30, 2026 |
| Acuitas Small Cap Active ETF | 3.02M | US$81.7M | new | Sep 30, 2026 |
| WisdomTree International Adaptive Moving Average Fund | 1.82M | US$76.8M | new | Sep 30, 2026 |