Avantax Advisory Services’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 | $1.89M | Sell |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $1.73M | Buy |
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|
2024
Q3 | $1.52M | Buy |
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|
2024
Q2 | $1.44M | Buy |
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|
2024
Q1 | $1.3M | Buy |
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|
2023
Q4 | $931K | Sell |
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|
2023
Q3 | $824K | Buy |
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|
2023
Q2 | $818K | Sell |
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|
2023
Q1 | $760K | Buy |
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|
2022
Q4 | $461K | Sell |
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|
2022
Q3 | $422K | Sell |
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|
2022
Q2 | $466K | Buy |
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|
2022
Q1 | $524K | Buy |
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|
2021
Q4 | $377K | Buy |
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|
2021
Q3 | $227K | Buy |
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