Ally Invest 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 | $2.92M | Buy |
54,231
+7,877
| +17% | +$425K | 0.23% | 25 |
|
|
2025
Q1 | $2.16M | Buy |
46,354
+4,884
| +12% | +$228K | 0.19% | 27 |
|
|
2024
Q4 | $2.06M | Buy |
41,470
+870
| +2% | +$43.3K | 0.18% | 27 |
|
|
2024
Q3 | $1.99M | Buy |
40,600
+3,373
| +9% | +$166K | 0.18% | 26 |
|
|
2024
Q2 | $1.73M | Sell |
37,227
-1,164
| -3% | -$54.2K | 0.17% | 24 |
|
|
2024
Q1 | $1.73M | Buy |
38,391
+229
| +0.6% | +$10.3K | 0.17% | 24 |
|
|
2023
Q4 | $1.52M | Buy |
38,162
+2,001
| +6% | +$79.7K | 0.16% | 22 |
|
|
2023
Q3 | $1.25M | Buy |
36,161
+374
| +1% | +$13K | 0.15% | 23 |
|
|
2023
Q2 | $1.29M | Buy |
35,787
+5,087
| +17% | +$183K | 0.15% | 23 |
|
|
2023
Q1 | $1.02M | Buy |
30,700
+5,183
| +20% | +$171K | 0.12% | 23 |
|
|
2022
Q4 | $782K | Buy |
25,517
+8,207
| +47% | +$252K | 0.1% | 21 |
|
|
2022
Q3 | $485K | Buy |
17,310
+8,766
| +103% | +$246K | 0.07% | 21 |
|
|
2022
Q2 | $255K | Buy |
+8,544
| New | +$255K | 0.03% | 20 |
|