Aufman Associates’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 | $736K | Hold |
13,648
| – | – | 0.45% | 24 |
|
|
2025
Q1 | $637K | Buy |
13,648
+30
| +0.2% | +$1.4K | 0.44% | 24 |
|
|
2024
Q4 | $677K | Buy |
13,618
+46
| +0.3% | +$2.29K | 0.46% | 22 |
|
|
2024
Q3 | $666K | Buy |
13,572
+1
| +0% | +$49 | 0.43% | 22 |
|
|
2024
Q2 | $632K | Buy |
13,571
+26
| +0.2% | +$1.21K | 0.45% | 21 |
|
|
2024
Q1 | $612K | Sell |
13,545
-5
| -0% | -$226 | 0.43% | 20 |
|
|
2023
Q4 | $540K | Sell |
13,550
-452
| -3% | -$18K | 0.41% | 20 |
|
|
2023
Q3 | $485K | Hold |
14,002
| – | – | 0.41% | 21 |
|
|
2023
Q2 | $503K | Sell |
14,002
-247
| -2% | -$8.88K | 0.42% | 21 |
|
|
2023
Q1 | $471K | Buy |
14,249
+3,397
| +31% | +$112K | 0.4% | 23 |
|
|
2022
Q4 | $333K | Buy |
10,852
+1,327
| +14% | +$40.7K | 0.31% | 28 |
|
|
2022
Q3 | $267K | Sell |
9,525
-133
| -1% | -$3.73K | 0.28% | 31 |
|
|
2022
Q2 | $288K | Hold |
9,658
| – | – | 0.27% | 31 |
|
|
2022
Q1 | $345K | Buy |
9,658
+2,748
| +40% | +$98.2K | 0.27% | 31 |
|
|
2021
Q4 | $273K | Buy |
+6,910
| New | +$273K | 0.2% | 38 |
|