Atwater Malick’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 | $3.68M | Hold |
68,225
| – | – | 1.17% | 22 |
|
|
2025
Q1 | $3.18M | Hold |
68,225
| – | – | 1.08% | 22 |
|
|
2024
Q4 | $3.39M | Buy |
68,225
+990
| +1% | +$49.2K | 1.14% | 23 |
|
|
2024
Q3 | $3.3M | Buy |
67,235
+6,330
| +10% | +$311K | 1.06% | 24 |
|
|
2024
Q2 | $2.84M | Buy |
60,905
+14,184
| +30% | +$661K | 0.98% | 24 |
|
|
2024
Q1 | $2.11M | Buy |
46,721
+10,136
| +28% | +$458K | 0.74% | 27 |
|
|
2023
Q4 | $1.46M | Buy |
36,585
+1,579
| +5% | +$62.9K | 0.57% | 30 |
|
|
2023
Q3 | $1.21M | Buy |
35,006
+4,475
| +15% | +$155K | 0.53% | 30 |
|
|
2023
Q2 | $1.1M | Buy |
+30,531
| New | +$1.1M | 0.47% | 29 |
|