Aptus Capital Advisors’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 | $724K | Sell |
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|
2025
Q1 | $643K | Buy |
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|
2024
Q4 | $685K | Buy |
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|
2024
Q3 | $621K | Sell |
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|
2024
Q2 | $646K | Sell |
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|
2024
Q1 | $657K | Sell |
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|
2023
Q4 | $1.6M | Buy |
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|
2023
Q3 | $434K | Sell |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $457K | Buy |
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|
2022
Q4 | $258K | Sell |
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|
2022
Q3 | $237K | Sell |
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|
2022
Q2 | $254K | Buy |
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|
2022
Q1 | $280K | Buy |
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|
2021
Q4 | $207K | Hold |
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|
2021
Q3 | $190K | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2021
Q1 | $167K | Buy |
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