Axxcess Wealth Management’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
$304K Buy
5,645
+558
+11% +$30.1K 0.01% 708
2025
Q1
$237K Buy
5,087
+283
+6% +$13.2K 0.01% 764
2024
Q4
$239K Buy
+4,804
New +$239K 0.01% 745