Advisornet Financial’s iShares ESG Advanced MSCI USA ETF USXF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,978	Closed	-$97.1K	–	2265
2024 Q3	$97.1K	Hold	1,978	–	–	0.01%	713
2024 Q2	$92.1K	Buy	1,978 +66	+3%	+$2.95K	0.01%	667
2024 Q1	$86.3K	Sell	1,912 -70	-4%	-$2.97K	0.01%	668
2023 Q4	$78.9K	Sell	1,982 -37	-2%	-$1.35K	0.01%	698
2023 Q3	$70K	Buy	2,019 +21	+1%	+$759	0.01%	702
2023 Q2	$71.8K	Buy	1,998 +58	+3%	+$1.96K	0.01%	722
2023 Q1	$64.2K	Sell	1,940 -6,156	-76%	-$198K	0.01%	728
2022 Q4	$248K	Sell	8,096 -270	-3%	-$8.18K	0.02%	432
2022 Q3	$234K	Buy	8,366 +6,503	+349%	+$203K	0.02%	475
2022 Q2	$56K	Sell	1,863 -828	-31%	-$26.7K	0.01%	837
2022 Q1	$96K	Buy	2,691 +1,939	+258%	+$69.2K	0.01%	769
2021 Q4	$30K	Sell	752 -650	-46%	-$25K	﹤0.01%	1177
2021 Q3	$51K	Buy	1,402 +856	+157%	+$31.9K	﹤0.01%	1003
2021 Q2	$20K	Buy	546 +174	+47%	+$6.09K	﹤0.01%	1231
2021 Q1	$12K	Buy	372 +209	+128%	+$6.76K	﹤0.01%	1327
2020 Q4	$5K	Buy	+163	New	+$4.83K	﹤0.01%	1457