AE Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $171K | Sell |
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|
2025
Q1 | $202K | Sell |
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|
2024
Q4 | $274K | Sell |
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|
2024
Q3 | $291K | Buy |
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|
2024
Q2 | $272K | Sell |
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|
2024
Q1 | $264K | Sell |
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|
2023
Q4 | $833K | Sell |
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|
2023
Q3 | $771K | Sell |
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|
2023
Q2 | $897K | Buy |
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|
2023
Q1 | $742K | Sell |
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|
2022
Q4 | $790K | Sell |
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|
2022
Q3 | $803K | Sell |
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|
2022
Q2 | $872K | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.46M | Buy |
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|
2021
Q3 | $756K | Buy |
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|
2021
Q2 | $354K | Buy |
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