Ascent Group’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
Q3 | $369K | Sell |
|
|||||
|
2025
Q2 | $460K | Sell |
|
|||||
|
2025
Q1 | $558K | Buy |
|
|||||
|
2024
Q4 | $382K | Buy |
|
|||||
|
2024
Q3 | $376K | Sell |
|
|||||
|
2024
Q2 | $358K | Sell |
|
|||||
|
2024
Q1 | $503K | Sell |
|
|||||
|
2023
Q4 | $477K | Sell |
|
|||||
|
2023
Q3 | $406K | Buy |
|
|||||
|
2023
Q2 | $414K | Sell |
|
|||||
|
2023
Q1 | $390K | Sell |
|
|||||
|
2022
Q4 | $403K | Hold |
|
|||||
|
2022
Q3 | $394K | Buy |
|
|||||
|
2022
Q2 | $428K | Buy |
|
|||||
|
2022
Q1 | $465K | Sell |
|
|||||
|
2021
Q4 | $594K | Buy |
|