Atria Wealth Solutions’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	$1.12M	Sell	20,708 -109,821	-84%	-$5.37M	0.03%	596
2025 Q1	$6.09M	Sell	130,529 -9,878	-7%	-$491K	0.07%	283
2024 Q4	$6.98M	Buy	140,407 +7,879	+6%	+$400K	0.08%	268
2024 Q3	$6.5M	Buy	132,528 +827	+0.6%	+$39K	0.07%	283
2024 Q2	$6.13M	Sell	131,701 -165	-0.1%	-$7.37K	0.07%	293
2024 Q1	$5.95M	Buy	131,866 +10,255	+8%	+$435K	0.07%	296
2023 Q4	$4.84M	Buy	121,611 +11,082	+10%	+$405K	0.06%	317
2023 Q3	$3.84M	Sell	110,529 -2,183	-2%	-$78.9K	0.05%	356
2023 Q2	$4.05M	Buy	112,712 +1,203	+1%	+$40.6K	0.06%	344
2023 Q1	$3.69M	Buy	111,509 +13,448	+14%	+$433K	0.05%	346
2022 Q4	$3.01M	Sell	98,061 -3,335	-3%	-$101K	0.05%	382
2022 Q3	$2.84M	Buy	101,396 +1,064	+1%	+$33.3K	0.05%	363
2022 Q2	$3M	Sell	100,332 -30,111	-23%	-$971K	0.06%	339
2022 Q1	$4.66M	Buy	+130,443	New	+$4.66M	0.08%	269