Aufman Associates’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 | $736K | Hold |
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|
2025
Q1 | $637K | Buy |
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|
2024
Q4 | $677K | Buy |
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|
2024
Q3 | $666K | Buy |
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|
2024
Q2 | $632K | Buy |
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|
2024
Q1 | $612K | Sell |
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|
2023
Q4 | $540K | Sell |
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|
2023
Q3 | $485K | Hold |
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|
2023
Q2 | $503K | Sell |
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|
2023
Q1 | $471K | Buy |
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|
2022
Q4 | $333K | Buy |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $288K | Hold |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $273K | Buy |
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