Accredited Investors’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.24M | Sell |
78,611
-4,014
| -5% | -$216K | 0.25% | 45 |
|
|
2025
Q1 | $3.86M | Buy |
82,625
+4,886
| +6% | +$228K | 0.24% | 43 |
|
|
2024
Q4 | $3.87M | Buy |
77,739
+7,498
| +11% | +$373K | 0.23% | 43 |
|
|
2024
Q3 | $3.45M | Sell |
70,241
-719
| -1% | -$35.3K | 0.2% | 46 |
|
|
2024
Q2 | $3.31M | Buy |
70,960
+7,018
| +11% | +$327K | 0.21% | 43 |
|
|
2024
Q1 | $2.89M | Sell |
63,942
-1,728
| -3% | -$78K | 0.19% | 49 |
|
|
2023
Q4 | $2.61M | Buy |
65,670
+7,277
| +12% | +$290K | 0.19% | 52 |
|
|
2023
Q3 | $2.02M | Buy |
58,393
+259
| +0.4% | +$8.98K | 0.15% | 52 |
|
|
2023
Q2 | $2.09M | Buy |
58,134
+2,586
| +5% | +$93K | 0.15% | 51 |
|
|
2023
Q1 | $1.84M | Sell |
55,548
-905
| -2% | -$29.9K | 0.14% | 53 |
|
|
2022
Q4 | $1.73M | Buy |
56,453
+10,539
| +23% | +$323K | 0.15% | 55 |
|
|
2022
Q3 | $1.29M | Buy |
45,914
+3,503
| +8% | +$98.2K | 0.15% | 52 |
|
|
2022
Q2 | $1.27M | Buy |
42,411
+693
| +2% | +$20.7K | 0.15% | 56 |
|
|
2022
Q1 | $1.49M | Buy |
41,718
+11,467
| +38% | +$409K | 0.13% | 56 |
|
|
2021
Q4 | $1.19M | Buy |
30,251
+3,620
| +14% | +$143K | 0.11% | 68 |
|
|
2021
Q3 | $962K | Sell |
26,631
-425
| -2% | -$15.4K | 0.1% | 72 |
|
|
2021
Q2 | $982K | Buy |
27,056
+3,644
| +16% | +$132K | 0.1% | 73 |
|
|
2021
Q1 | $776K | Buy |
23,412
+2,178
| +10% | +$72.2K | 0.1% | 80 |
|
|
2020
Q4 | $665K | Buy |
21,234
+1,058
| +5% | +$33.1K | 0.11% | 79 |
|
|
2020
Q3 | $565K | Buy |
+20,176
| New | +$565K | 0.12% | 80 |
|