Alesco Advisors’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 | $344K | Hold |
6,385
| – | – | 0.01% | 154 |
|
|
2025
Q1 | $298K | Sell |
6,385
-435
| -6% | -$20.3K | 0.01% | 154 |
|
|
2024
Q4 | $339K | Hold |
6,820
| – | – | 0.01% | 150 |
|
|
2024
Q3 | $335K | Hold |
6,820
| – | – | 0.01% | 145 |
|
|
2024
Q2 | $318K | Hold |
6,820
| – | – | 0.01% | 149 |
|
|
2024
Q1 | $308K | Sell |
6,820
-530
| -7% | -$23.9K | 0.01% | 150 |
|
|
2023
Q4 | $293K | Hold |
7,350
| – | – | 0.01% | 148 |
|
|
2023
Q3 | $255K | Hold |
7,350
| – | – | 0.01% | 159 |
|
|
2023
Q2 | $264K | Buy |
+7,350
| New | +$264K | 0.01% | 149 |
|