Apollon Wealth Management’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 | $248K | Buy |
4,592
+173
| +4% | +$9.33K | ﹤0.01% | 1089 |
|
|
2025
Q1 | $206K | Sell |
4,419
-459
| -9% | -$21.4K | ﹤0.01% | 1092 |
|
|
2024
Q4 | $243K | Sell |
4,878
-1,066
| -18% | -$53K | 0.01% | 1025 |
|
|
2024
Q3 | $292K | Hold |
5,944
| – | – | 0.01% | 916 |
|
|
2024
Q2 | $277K | Sell |
5,944
-2,565
| -30% | -$119K | 0.01% | 895 |
|
|
2024
Q1 | $384K | Sell |
8,509
-975
| -10% | -$44K | 0.01% | 780 |
|
|
2023
Q4 | $378K | Buy |
+9,484
| New | +$378K | 0.01% | 757 |
|
|
2023
Q3 | – | Sell |
-6,005
| Closed | -$216K | – | 998 |
|
|
2023
Q2 | $216K | Sell |
6,005
-43
| -0.7% | -$1.55K | 0.01% | 846 |
|
|
2023
Q1 | $200K | Buy |
+6,048
| New | +$200K | 0.01% | 794 |
|