Atria Investments’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	$523K	Sell	9,707 -1,336	-12%	-$72K	0.01%	1392
2025 Q1	$515K	Buy	11,043 +142	+1%	+$6.63K	0.01%	1341
2024 Q4	$542K	Sell	10,901 -1,700	-13%	-$84.5K	0.01%	1288
2024 Q3	$618K	Buy	12,601 +559	+5%	+$27.4K	0.01%	1226
2024 Q2	$561K	Buy	+12,042	New	+$561K	0.01%	1249