Atria Wealth Solutions’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 | $1.12M | Sell |
20,708
-109,821
| -84% | -$5.96M | 0.03% | 595 |
|
|
2025
Q1 | $6.09M | Sell |
130,529
-9,878
| -7% | -$461K | 0.07% | 283 |
|
|
2024
Q4 | $6.98M | Buy |
140,407
+7,879
| +6% | +$392K | 0.08% | 267 |
|
|
2024
Q3 | $6.5M | Buy |
132,528
+827
| +0.6% | +$40.6K | 0.07% | 281 |
|
|
2024
Q2 | $6.13M | Sell |
131,701
-165
| -0.1% | -$7.69K | 0.07% | 292 |
|
|
2024
Q1 | $5.95M | Buy |
131,866
+10,255
| +8% | +$463K | 0.07% | 294 |
|
|
2023
Q4 | $4.84M | Buy |
121,611
+11,082
| +10% | +$441K | 0.06% | 316 |
|
|
2023
Q3 | $3.84M | Sell |
110,529
-2,183
| -2% | -$75.9K | 0.05% | 356 |
|
|
2023
Q2 | $4.05M | Buy |
112,712
+1,203
| +1% | +$43.2K | 0.06% | 344 |
|
|
2023
Q1 | $3.69M | Buy |
111,509
+13,448
| +14% | +$445K | 0.05% | 346 |
|
|
2022
Q4 | $3.01M | Sell |
98,061
-3,335
| -3% | -$102K | 0.05% | 382 |
|
|
2022
Q3 | $2.84M | Buy |
101,396
+1,064
| +1% | +$29.8K | 0.05% | 361 |
|
|
2022
Q2 | $3M | Sell |
100,332
-30,111
| -23% | -$899K | 0.06% | 325 |
|
|
2022
Q1 | $4.66M | Buy |
+130,443
| New | +$4.66M | 0.08% | 269 |
|